Friday, August 22, 2014

My mother was recently diagnosed with Aphasia, she had been talking to a financial advisor who set up what my mom thought was a consultation...

Question

My mother was recently diagnosed with Aphasia, she had been talking to a financial advisor who set up what my mom thought was a consultation with a lawyer. What happened was she received a 1,200 bill and she did not know it but signed a contract hiring a lawyer. My mom told me she did not know what she was signing. Is there way way I can help her get out of this without having her declared incompetent.



Answer

A stern and aggressive conversation by you with the financial advisor may work. Such a communication by a lawyer for your mother to the advisor, while not free, may be more effective. The advisor is likely subject to discipline for misconduct, and is likely to wish to avoid disciplinary proceedings.



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