Showing posts with label judge requests investigation. Show all posts
Showing posts with label judge requests investigation. Show all posts

Friday, October 20, 2017

Lansing lawyer who was removed from cases pleads the Fifth during hearing

Catherine Jacobs
LANSING -- A Lansing lawyer who has been removed from several cases by judges in two counties asserted her Fifth Amendment rights repeatedly Tuesday when questioned about the circumstances surrounding the finances of a man for whom she was power of attorney and from whom she stands to inherit a reported $1.5 million.

Catherine Jacobs, a lawyer with Loomis Law Firm, refused to answer questions from lawyer Douglas A. Mielock during a hearing in Ingham County Probate Court regarding the conservatorship of Paul Hansen.

At the end of the hearing, Judge Richard Garcia appointed attorney Pat Gallagher as conservator for Hansen’s finances and revoked Jacobs’ power of attorney.

“There is some question in my mind regarding the gentleman’s capacity to issue that power of attorney,” Garcia told Jacobs’ lawyer, Philip Dwyer. “More importantly, I don’t believe your client is suitable to be a conservator.”

The hearing is the latest in a volley of motions, petitions and denials tied to Jacobs’ removal from several guardianship and conservator cases over the summer.

Between June and August, Garcia removed Jacobs from her roles as guardian and conservator in several cases and requested an investigation into Jacobs by the Attorney Grievance Commission.

The removals followed court hearings in which Garcia discovered that Jacobs had signed off on a major surgery even though her guardianship for that patient had lapsed; that she had an undisclosed agreement with Sparrow Hospital in which she was paid to petition for the guardianship of certain patients; and that Jacobs’ granddaughter and her granddaughter’s boyfriend were living in the home of a woman with memory impairments for whom Jacobs is guardian and conservator.

In August, Jacobs filed the first of at least four motions to disqualify Garcia from her cases, largely because of the judge's request to the Attorney Grievance Commission.

Garcia has denied Jacobs' requests each time, including one she filed in Hansen’s case.

On Tuesday in Clinton County, Probate Judge Lisa Sullivan weighed in on one of the cases in which Garcia denied Jacobs’ motion for disqualification. Sullivan, who was asked by the State Court Administrative Office to review the case, supported Garcia’s denial of the motion. Sullivan indicated she expects to hear similar motions in other cases.

Mielock attended the Hansen hearing Tuesday as a representative of Crisann Breed, the daughter of Ester Breed, one of three people named in Hansen’s will. Ester Breed, a cousin to Hansen, died Oct. 12.

According to an Ingham County Sheriff’s Office report, Jacobs and her daughter, Mona Darling, were longtime friends of Hansen and, at some point, Darling became Hansen’s power of attorney.

In 2015, the Ingham County Sheriff’s Office began investigating withdrawals Darling had made from some of Hansen’s accounts and Jacobs, who is listed as a recipient in Hansen’s will, took over as his power of attorney.

Darling was arraigned April 17 on a charge of embezzlement from a vulnerable adult, $20,000 or more, and bound over to circuit court in May. She is awaiting trial.

Mielock asked Jacobs in court Tuesday whether she’d ever acted as Hansen’s lawyer; whether she was a beneficiary of any of Hansen’s financial accounts or life insurance; whether she ever borrowed money from Hansen; whether she believed a conservator for Hansen would be responsible for recovering funds from her daughter, Mona Darling; whether she believed Darling took any assets from Hansen; and the extent of her involvement in at least two power of attorney documents drafted in regards to Hansen.

Jacobs responded to each question by asserting her Fifth Amendment right not to testify to avoid self-incrimination.

Jacobs declined to comment following the court hearing.

Probate court investigates Hansen relationship

Earlier in the hearing, Ingham County Probate Court Investigator Sarah Broschay told Garcia she met with Hansen at his Holt assisted living facility Monday, and she recommended Pat Gallagher be appointed Hansen’s conservator.

Broschay said Hansen is being held in a mental deficiency ward. Medical reports from 2014, included in the court record, indicate he has dementia.

“Mr. Hansen would engage in the conversation, but would often need to be reminded of my purpose for being there,” Broschay said in a report filed in probate court Tuesday. “Mr. Hansen seemed to know who Ms. Jacobs was, but did need to be reminded that she was his power of attorney.”

In her report, Broschay also voiced concerns about Jacobs’ oversight of Hansen’s assets because of Darling’s embezzlement charge and the belief that Jacobs limited Hansen’s access to family members over the past several years.

Jacobs stands to inherit about $1.5 million from Hansen's will, Broschay wrote in her report. Hansen’s will was drawn up by a U.S. Army major in 1992, according to documents contained in a police report related to Darling’s criminal case.

The police report also includes the February 2015 document naming Jacobs power of attorney. The document includes a section nominating and appointing Jacobs as guardian and/or conservator if the court orders one be appointed.

In the document, Mieke V. Weissert is named as Jacobs’ successor as power of attorney, guardian and conservator. Weissert is a lawyer at Loomis Law Firm, according to information on the firm’s website.

In court Tuesday, Dwyer said Jacobs had priority to become Hansen’s conservator since she was his power of attorney, but Garcia wasn’t in favor of the idea.

Full Article & Source:
Lansing lawyer who was removed from cases pleads the Fifth during hearing

See Also:
Judge requests investigation of Lansing lawyer, removes her from cases

Wednesday, October 4, 2017

Judge requests investigation of Lansing lawyer, removes her from cases

Catherine Jacobs
LANSING -- An Ingham County probate judge has asked for an investigation into a local lawyer and removed her from several cases in which she served as conservator or guardian.

The request sent to the Attorney Grievance Commission by Ingham County Probate Judge Richard Garcia stemmed in part from what Garcia called apparent conflicts of interest in lawyer Catherine Jacobs' role as guardian for several people who were incapacitated.

Jacobs, according to the Loomis Law Firm website, is an attorney who specializes in estate planning, trusts and other probate court matters. She was a shareholder at the firm, but stepped back this year as part of a planned retirement.

Police reports, court documents and transcripts from several cases involving Jacobs outline her granddaughter's extended stay at the home of a woman with dementia for whom Jacobs is guardian and conservator; a criminal charge against Jacobs' daughter for allegedly embezzling from a longtime family friend who has dementia; Jacobs' decision to sign off on a major surgery even though her guardianship for the patient had lapsed; and an agreement with Sparrow Hospital that prompted Garcia to remove Jacobs from at least four cases for what he called a conflict of interest.

Jacobs and her lawyer Donald Campbell have asked Garcia to disqualify himself from at least one of her cases because of concerns the judge expressed to the grievance commission regarding Jacobs’ actions. Garcia denied the motion, according to transcripts. Jacobs has since filed another.

“(The motion) says that I should be disqualified, this judge should be disqualified because I’m actually prejudiced against Ms. Jacobs because I told her I couldn’t trust her on this case or any other,” Garcia said at the Aug. 31 hearing on the motion. “You also left out I said I don’t think you know what you’re doing.”

A receptionist at Loomis Law Firm declined comment when initially contacted by the State Journal. Communications firm Truscott Rossman later contacted the LSJ to field questions on behalf of the law firm, Jacobs and Jacobs’ lawyer.

Campbell said Jacobs, who handled nearly a dozen conservator and guardian cases in Ingham County last year, has a “pristine record” and follows rules governing conflicts of interest “to the ‘T’.”

“The rules do permit a lawyer who has explained the nature of a conflict to an affected client to obtain a waiver and continue,” Campbell said in an email. “Any discussions with her clients are, of course, confidential and cannot be shared. “

Loomis Law Firm’s President, Ted Rozeboom, released a short statement through Truscott Rossman:
"This is an unresolved matter that involves a confidential proceeding. It is inappropriate to comment until that process is complete.”

Full Article & Source:
Judge requests investigation of Lansing lawyer, removes her from cases