Showing posts with label livelihoods are being stolen by the court system. Show all posts
Showing posts with label livelihoods are being stolen by the court system. Show all posts

Wednesday, February 17, 2021

Joann Bashinsky Golden Flake Heiress – Her Legacy: Stop Guardianship Abuse


By Terri LaPoint

Joann Bashinsky was well-known for her selfless generosity and philanthropy. She was heiress to the sizable Golden Flake potato chips fortune. She had fame, fortune, friends, and a good heart. Yet, none of that was enough to protect her from becoming still another victim of elder abuse via the manipulation of guardianship and conservatorship laws. Sadly, she spent her final year and a half on earth fighting a fierce battle for the simplest thing — control over her own life.

All it took was for a couple of disgruntled former employees to file a petition with a probate judge (on the same day that they were fired, no less) declaring her to be mentally unfit, and Mrs. Bashinsky’s life was forever changed. With no due process, and without a judge ever hearing a shred of evidence in her defense, complete strangers were appointed to manage her money and given effective control of her life.

Horror stories like hers happen every single day, right here in America. People are thrown into a system that dehumanizes them, stripping them of basic freedoms and human rights, all in the name of “protecting” them. More than 1.5 million adults in the United States are under guardianships and conservatorships, with more than $250 billion dollars a year in assets at stake.

Certainly, some of these cases involve incapacitated elderly adults in need of protection –truly at-risk individuals who have no one to care for them or make decisions for them when they are unable. However, an increasing number of people are falling victim to predatory webs of lawyers, social workers, guardians and conservators — and to corruption in the courtrooms. Much of it is enabled by doctors who are quick to label someone with dementia or Alzheimer’s, even when other doctors disagree with their diagnosis.

It is hard to imagine that lawmakers who wrote laws to protect vulnerable children and elderly adults could have anticipated that those laws would one day become the very tools by which people are taken advantage of, exploited, and even abused. Yet that is where we are today. Through the systems designed to protect them, senior citizens and children alike have become commodities, viewed as dollar signs rather than valued as the precious people they are.

It happened to the philanthropist Joann Bashinsky, and her story is a stark warning for others.

At the age of 88, “Mrs. B” or “Mama B,” as she was affectionately known by family and friends, joined the ranks of a growing club that she never signed up for — Victims of Guardianship Abuse.

Before the day that a Guardian ad Litem (GAL) showed up at her home, Bashinsky had no idea that someone’s freedom could so easily be stripped from them. In that respect, she was just like the many hundreds of people I have spoken with who learned about the almost omnipotent power of civil courts to forever change their lives only after encountering their overreach personally. Like most of the unsuspecting public, she did not realize that what happened to her could happen to just about anyone.

According to Yellowhammer News, the beloved Alabama philanthropist set out “to raise awareness about what is happening to far too many people as they grow older.” She wanted to make sure what happened to her never happens to anyone ever again.

Every person deserves dignity, respect, and freedom, and anyone who threatens those American values should be held accountable. . . . The public needs to know the dangers that I, and all older citizens can be subjected too, all too easily, by people who do not have our best interests at heart.

Joann Bashinsky

“Emergency” Petition Filed by Fired Employees

On October 1, 2019, Bashinsky fired two longtime employees, John McKleroy and Patty Townsend, after they refused to comply with repeated requests to transfer some of her investment money from one company to another.

According to court documents, later that same day the two disgruntled employees filed petitions with the Probate Court of Jefferson County to place Bashinsky under the care of a guardian and conservator “who can make decisions for Ms. Bashinsky and give consent for her care and treatment and manage finances.” They filed both an emergency and a permanent petition with identical allegations.

The petitioners alleged that she could not care for her basic needs and submitted a letter (not a sworn affidavit) from a doctor declaring that she had dementia.

They reportedly accused her of being unwise with her money because she gave large sums to her grandson, her one and only living blood relative. According to Mrs. Bashinsky, the funds were loans, not gifts. One must ask, however, if that is even relevant. Should she not have been able to give or loan her own money to whomever she pleased?

On October 3, 2019, Jefferson County Probate Judge Alan King appointed a Guardian ad Litem and assigned a social worker to her case. All of this happened behind closed doors. Neither Bashinsky nor her staff were aware of any of this.

According to Melanie Myers, Mrs. B’s assistant, they only found out about the guardianship the next day when the GAL walked into the house through the garage, unannounced, and sat down in Mrs. Bashinsky’s office chair, handing them a card which read “Squire Gwin, Attorney at Law.” Mrs. Bashinsky was reportedly never served any papers or court order.

It was the “scariest situation,” said Myers, and it took them all by surprise.

Bashinsky and her staff immediately began researching guardianships and learned that what had just happened to Mrs. B was much more common than the public realizes.

Photo source: Joann Bashinsky’s Facebook page

Different Guardianship Tragedy, Same Judge

Less than two months before the GAL showed up in Bashinsky’s home, retired Alabama schoolteacher Marian Leonard died in a Birmingham area nursing home where she had been forced into unnecessary hospice care under a guardian by Judge Alan King — the very same judge who appointed a guardian and conservator to take over Mrs. Bashinsky’s affairs.

In both cases, Judge King set aside the Power of Attorney documents executed by Ms. Leonard and by Mrs. Bashinsky respectively. The people they legally appointed to represent and defend them were utterly disregarded by the court.

Real News Spark reported extensively on Marian Leonard’s story. See:

It quickly became clear that this was not going to be a simple fight to clear up a misunderstanding. Instead of relaxing and enjoying her twilight years, Mrs. Bashinsky was plunged into the fight of her life.

Dementia or Convenient Diagnosis?

Real News Spark asked Melanie Myers if she had seen signs of mental decline in Mrs. Bashinsky. Myers asserted that Mrs. B was very logical and knew how to take care of herself. In fact, there were times the much younger assistant would forget a name, and Mrs. Bashinsky would laugh and remind her of the name. She told Melanie:

Well, I have an 89-year-old brain, but I think it works pretty well!

The petitioners’ allegations to the contrary, she reportedly remained quite capable, and she continued to dress well. She enjoyed reading as well as playing Scrabble and bridge with her friends.

Bashinsky went through extensive testing and consultations with her personal doctor, a geriatrician, and a neurologist –all of whom confirmed that she did not have dementia. According to Yellowhammer News, “[s]he additionally underwent psychological testing from renowned University of Alabama psychologist Dr. Rebecca S. Allen, who reportedly concluded that Bashinsky did not suffer from dementia.”

These testimonies were never heard by the probate court. At the hearing for the “emergency” petition on October 17, 2019, Judge King disqualified Bashinsky’s attorneys because the former employee petitioners argued that the attorneys had represented both Bashinsky and her grandson in previous matters. The court did not permit her to retain new counsel, thus none of Bashinsky’s evidence of her mental competency was allowed to be presented to the court.

Bashinsky was denied due process, and the court appointed both a guardian and a conservator to manage her affairs.

All too Common Scenario

Unfortunately, this is an all-too-common practice when dealing with either guardianship issues or Child Protective Services. I have investigated hundreds of cases where a family court or a probate court takes the word of one doctor over several doctors, as many as a dozen, who disagree with a diagnosis or conclusion by the doctor upon whose word someone’s freedom is taken away or a family is ripped apart.

There are often cases where social workers or guardians prefer to work with specific health providers who “find” the way they want them to. Alabama attorney Lisa Chasteen once testified to former Governor Bentley’s DHR Task Force that an attorney for the state complained in a court hearing that a particular provider did not “find the way we want them to,” and thus rejected the services of that provider.

Any exonerating evidence is often either ignored or not allowed to be heard by the court. It is so common that in 2017 Arizona state lawmaker Kelly Townsend wrote an amendment to SB1003 which sought to prohibit DCS workers from “knowingly influencing the outcome of a matter before a juvenile court or DCS” by:

  • Lying about a matter
  • Withholding material information;
  • Fabricating evidence; or
  • Failing to disclose known exculpatory evidence

Such has been the experience of a significant number of families whose stories I have covered over the years, both of children taken by Child Protective Services and of adults taken under court-appointed guardianships.

What about the Children?

“Mel, how are we ever going to pay for the kids to go to school?” This was the first thing Bashinsky said after learning that a conservator would be seizing control of her finances, Melanie Myers told Real News Spark. With tears in her eyes, Melanie said that Mrs. B wasn’t concerned about herself — she was worried about the children and young people she might no longer be able to help through her philanthropic work.

In addition to being a huge supporter of the children of the Big Oak Ranch, one of her greatest joys in life was helping send young people to college who would not otherwise be able to afford it. Her parents had not been able to pay for her college education. According to Al.com, when she was able to go to college, she “made a vow that if I ever got any money, I would send any kid to school that wanted to go.” She held true to her word. She and her late husband, Sloan Y. Bashinsky, established the Bashinsky Foundation to provide college scholarships for young people. She has “personally contributed more than $17 million in scholarships, school supplies, and academic accessibility over the years.”

Joann Bashinsky poses before a portrait of her late husband, Sloan Y. Bashinsky, founder of Golden Flake Foods. Photo source: Joann Bashinsky’s Facebook page.

Conservatorship Means Strangers Controls the Money

After the conservator was appointed, Bashinsky no longer had control over the way her money was spent. Mrs. B was a stickler for paying her bills on time, Myers explained. She was very conservative and responsible when it came to her finances. Once the conservator was involved, things did not flow smoothly. The whole ordeal became very costly. Bills that were normally paid as soon as they came in were no longer paid promptly, causing much stress for Bashinsky.

The conservator did not make the same kinds of financial decisions that Bashinsky would have made. There was one significant bill which the conservator reportedly refused to pay, even though services had already been rendered. Her grandson ultimately had to pay the bill for her. He was reportedly not reimbursed.

The purported purpose of a conservator is to protect a ward’s money, but many times a senior citizen’s estate is whittled away once their lives and fortunes are taken from them. Lonnie Brennan, editor of the Boston Broadside, calls the process, “Isolate, Medicate, Liquidate.” He covered a series of guardianship abuse cases in the Boston area where court-appointed guardians and conservators destroyed the lives of several elderly Bostonians. In the case of Marvin Siegal, a well-to-do attorney, agents of a probate court whittled his estate of over $6 million down to less than $2 million in just 6 years.

http://www.bostonbroadside.com/showcase/isolate-medicate-liquidate-how-to-fleece-a-senior/

Supreme Court Decision Addresses Emergency Petition, Not Permanent One

Bashinsky and her grandson had the resources to fight back, and fight back they did. They took the case to the Alabama Supreme Court, arguing that her due process rights were violated because the probate court disqualified her attorneys and did not allow her evidence to be heard.

The Supreme Court agreed that her rights were “egregiously violated,” and the emergency petition was dismissed on July 3, 2020. Newspapers reported the good news that she was “back in control of her money.”

However, the guardianship troubles were not over. There were two petitions filed simultaneously — the emergency petition and the permanent petition. Both listed the same allegations, but the lower court had only ruled on the emergency petition. That was the decision the Alabama Supreme Court overturned on July 3. The permanent petition had not yet come to trial. There was no ruling. Therefore, the Supreme Court had no ruling to set aside.

Mrs. Bashinsky had only regained partial freedom. With the permanent petition still looming over her head, she had additional court battles to fight. She was very concerned that they would end up isolating her from her loved ones. There were still endless meetings with lawyers, and she continued to lack the same control over her life and finances that she had before October of 2019. 

Joann Bashinsky spoke out about Elder Abuse in this short documentary in November 2020.

Never Ending Battles Take Their Toll

“Mrs. B was one of the strongest people I’ve ever met,” Myers told Real News Spark. Her faith in God kept her going during many long days surrounded by attorneys fighting simply for the right to do the things she worked hard for all of her life. Through it all, she would remind those around her that “God is in control,” and “God always has the final say.” Her hope was that her story would make a difference for others.

Even so, during the last month or so of her life, Myers said she could see that Mrs. B was mentally and physically tired. She confided in her assistant that the fight was really beating her down. She was under a great deal of stress during her final weeks.

In a twist of irony, the petitioners who started all this by declaring that Bashinsky was incompetent to make financial or other decisions were now reportedly demanding that she make huge financial decisions about her assets. Citing concerns that the Biden administration might eat up the estate in taxes, they wanted her to liquidate the family trust by December 31, 2020. During the week before and after Christmas, there were many long, stressful meetings demanding Mrs. Bashinsky’s presence.

Facebook photo from Joann Bashinsky’s last Christmas

Joann Bashinsky suffered a heart attack on Saturday, January 2, 2021, and died in the hospital the next day.

Though one might think the predators pursuing her estate might give her grandson and loved ones space to grieve the loss of their beloved “Mama B,” the petitioners stooped to a new low. Yellowhammer News reported that, during her memorial service on Friday, January 8, “she was slapped with new hostile motions in court from the petitioners. Mourners were reportedly stunned when some of them simultaneously received phone alerts that notice had been served of the motions.”

The court battles are not over. There is a new judge, and the fate of the estate has not yet been determined. The greed for control over Joann Bashinsky’s fortune which made the last season of her life very difficult has not ended with her death. Those who loved her in life are forced to continue fighting for her wishes. She told multiple sources that she wanted her legacy to be that she made people aware of elder abuse and that she stopped it.

Prayer and Action Sparks

I remember when I first heard about Mrs. Bashinsky’s story, I sensed that this would be the story that God would use to lead to the end of guardianship abuse. I am very thankful that I had the opportunity to tell her that before she died. I pray that this, indeed, will be her legacy, and that her story helps bring an end to predatory guardianship practices. I pray that God’s heart for justice and restoration will be released in our land.

Now, it is up to us, to you, dear reader, to pray, to share her story, and to act. Call your legislators. Support the work of those who fight for families against abuse through guardianships and corrupt courts.

What happened to Joann Bashinsky, a beloved philanthropist of substantial means, can and does happen to people all over this country, rich and poor. Instead of being able to enjoy their twilight years, their lives are being torn apart with endless legal and court wranglings by predators who do not value them as people. Laws, systems, and courts designed to protect our children, families, and elderly are being manipulated to deprive people of their basic human rights. It is time to say, “no more.”

As Martin Luther King, Jr., said,

Injustice anywhere is a threat to justice everywhere.

 
Full Article & Source:
 
See Also: 
 
 

Saturday, January 2, 2021

Protected or Prisoner Part 1: One Mountain Brook woman’s experience with a broken conservatorship system


By Apryl Marie Fogel

When you meet Joann Bashinsky you don’t have to use your imagination to picture her as a force to be reckoned with in her youth. At 88 years old she’s just as fiery and self-aware as someone decades younger. She played a pivotal role in the management of the Golden Flake company that her husband started. She’s also created a name for herself throughout Alabama as one of the most charitable philanthropists in the state. 

It was her philanthropy work that caught my attention. However, in talking with her for a brief moment it didn’t take long for her to share details of what I’d describe as a fight for her life and livelihood. It seems she has found herself battling some of her formally most trusted employees and the very individuals a Jefferson County court declared, without any input from lawyers or witnesses on her behalf, was necessary to protect her. 

In a continuance of her ongoing fight for independence, Bashinsky (known to many as Mrs. B or Mama B) told me a story of intimidation, scare-tactics and questionable ethical actions by two powerful and well-known attorneys. It’s a story that would sound as if it were ripped straight from the headlines of any long-running t.v. crime and legal drama, or was the plot of a novel if not for the fact – there’s audio. 

The lawyers involved, are Greg Hawley and Amy Adams. Hawley is the former law partner of U.S. Senator Doug Jones. Adams is an attorney from Balch & Bingham, firm long considered a state and national powerhouse.

The facts below are supported by a recording that was made by Mrs. B on a day she unsuccessfully fought back efforts to retain her voting rights in SYB Inc, a company whose board she’d been a part of for decades.

The conversation and actions between Hawley, a man the court-appointed to protect Mrs. B’s interest, and Amy Adams, a woman who in her own words Mrs. B said used “scare tactics” to intimidate her into firing her current counsel and hiring her are painful to read or listen to, but let me summarize them for you below.

What happened was Hawley pulled Mrs. B aside before and then again after the board meeting, refusing to allow her chosen attorney Fisher Law at King & Spalding, in the room and leaving her alone with Adams for a period of time. Their goal: have Mrs. B fire her current legal council and hire Adams. When that didn’t happen, Hawley hired her anyway himself. 

Here are 3 of the most alarming parts of the conversation:

  1. Financial scare tactics

The first, yet not even the most concerning issue arises in the first couple of minutes when Amy Adams meets Ms. B and says “I’ve seen your finances”.

Those documents are or at least should be confidential. At this point, Adams (Balch & Bingham), had not been retained by anyone in the case nor had Mrs. B. given her permission for them to be reviewed. She wasn’t even expecting to meet with Adams that day or at any other point.

But what’s worse? Not that Adams has seen the documents, but that she misrepresents them repeatedly. 

She tells Mrs. B that she could potentially lose her house and staff and run out of money. These “scare tactics” as Mrs. B calls them is repeated, no fewer than 10 times over the course of their 2 conversations. With Adams saying things like, 

“You’re not going to have enough money to live off of the rest of your life if you keep going through your money the way you’ve gone through it the last couple of years.” 

“It takes a lot of money to stay in your house and you’re not keeping enough money to stay in your house. You realize that right?” 

“Okay. I’m just telling you – I’ve looked it you’re not keeping enough money.”

She doesn’t stop there at the threat that Mrs. B losing her house. She goes on to suggest that Mrs. B might need to fire some of those who help her at her home. Trusted employees, some of whom have been with her for many years. Adams says this about them, “We might have to get rid of some of the people that are on your staff.”  

The problem is Mrs. B owns her house and has tens of millions in liquid assets not including stock. This painful conversation goes on for several minutes at a time off and on during both meetings. The basic theme of Adams being if you want to stay in your house you need to hire me or my firm Balch & Bingham — at $425 per hour. She goes on to joke though if retained drinks with her would for free, “I wouldn’t charge you for that,” she says. 

When Hawley returns to the conversation he makes it clear all that Adam’s repeated misrepresentations about Mrs. B being in dire financial straights can’t be verified, “What I don’t know yet is, I don’t have the whole financial picture so I can’t say, I can’t say that yet.” That doesn’t stop her from saying it a few more times as the conversation continues though. 

*Note I put Hawley’s audio first because it puts Adams’ “scare tactics” in perspective.

“Hawley corrects Adams”
Audio Player
00:00
00:00

2. HIPAA compliance questions

Mrs. B sat for several competency tests. The results of which she describes as showing she is perfectly capable of managing her own affairs. Again, results that the court never even heard. 

That said when Hawley brings up one of the initial tests, it was clear his office sent them to Adams. While Hawley is looking for them himself, Adams says, “I might have it on my phone.” Note this report would fall under the category of private health information (PHI) covered by HIPPA. 

She proceeds to check, confirming that Hawley’s assistant Margaret sent private and confidential medical records. 

Hawley’s casual dismissal of the fact she has them and his office sent them, should send shock waves through his client list, “Margaret was supposed to just send you the letters of conservatorship but anyway…” he says, as if this sort of mistake happens every day and is just fine. 

I emailed Hawley and among the questions I asked him was if his office was HIPAA compliant. In his response, in which he did not answer the HIPAA questions following his signature was this boilerplate messages, “CONFIDENTIALITY NOTICE: This e-mail and any attachments may contain confidential information that is legally privileged. Do not read this e-mail if you are not the intended recipient. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or use of any information contained in or attached to this e-mail is strictly prohibited. If you have received this e-mail in error, please immediately notify us by replying to the sender or calling the sender at (205) 490-XXXX and destroy the original email and its attachments without reading or saving it. Thank you.”

I don’t think it takes an expert to know Adams should have known better than to read private medical information that came from another attorney’s office before she was formally engaged by either party. 

Audio Player
00:00
00:00

 

3. Hawley hires Balch & Bingham after

After Amy Adams spoke alone with Mrs. B, Hawley continues to push Mrs. B to hire Adams. Refusing to allow Mrs. B’s existing lawyer to be in the room. When Mrs. B decided not to hire Adams, telling me that she felt like Adams talked down to her, tried to use scare tactics, and made her feel disrespected, you’d think this would be the end of Adam’s chapter in this sordid situation. It wasn’t. After this meeting, Hawley hired Adams himself.

Nevermind that at the beginning of the conversation Adams gives her word that she’s not interested in helping Hawley just in being Mrs. B’s attorney, “When Greg called me I told him the only way I’d do it is if we could fire him because I wasn’t going with him. I’d only go with you and that’s what I told him that’s the only I would come.” 

It wasn’t just a promise by Adams that she would only represent Mrs. B. Here’s what Hawley said, “Let me tell you, there are lawyers – Amy’s very decisive. Some people use the B-word to describe her, okay. She’s a great lawyer, but she’s very decisive, and she will represent you. And I even told her, and I’ll tell you this and I’ll tell you this, in front of her, and I’ll put it in writing that if she ever sees a conflict of interest developing between what’s best for you and something different I say, I want her to represent you, not me.” 

“I want her to represent you, not me.” Those were his words and then he hired her anyway after Mrs. B said she didn’t want her engaged. It’s enough to make one’s head explode.

“Getting rid of other lawyers2_Clip2_AT2” Amy Adams & Greg Hawley
Audio Player
00:00
00:00

Can you imagine a loved one going through this? I cannot.

What’s more, I cannot begin to imagine how intimidating it would be find yourself at the mercy or a court who didn’t allow your voice to be heard before placing you in the “protection” of a lawyer who among, other concerning actions could willy nilly allow your medical and financial documents to be shared with others, by a lawyer who brought onto your case someone you clearly didn’t and wouldn’t hire yourself, someone you felt bullied by. This whole situation leaves many questions to be answered. 

I asked about this situation, their code of conduct for lawyers, and a host of other questions to Adam’s direct supervisor at Balch & Bingham, Stan Blanton. I received a response to reach out to their media relations person. The spokesman sent the following statement after a call, “It is our understanding that Mrs. Bashinsky expressly stated that she did not want the conservator to engage Amy Adams as her attorney, and therefore no attorney-client relationship was formed. Balch & Bingham has not taken any position adverse to Mrs. Bashinsky.  Nevertheless, we notified the conservator of the firm’s intent to withdraw from our representation of the conservator in this matter to avoid being a distraction.” I responded to that message repeating questions from my first inquiry about their code of conduct or ethics and did not get a response.

It seems to me that keeping your word would be included in any code of conduct required of Adams, and as such, she shouldn’t have taken any role in this case after her promises to Mrs. B that she would only engage if she could engage on her behalf. 

What I found after examining this case and conservatorship, in general, is that there is an exceptional lack of openness and transparency in the process. Seniors all over the country have found themselves seemingly railroaded by the court system and the attorneys who are supposed to “protect them”.

So I close this first story of a multi-part series posing the following questions: Are conservatorship/guardianship courts failing seniors here in Jefferson County or more broadly throughout Alabama? Who is going to stand up for the seniors who can’t stand up for themselves?

You can find Part 2 here, Part 3 here, Part 4 here, and Part 5 here.

Full Article & Source:

Protected or Prisoner Part 2: How our grandparents and their livelihoods are being stolen by the court system


By Apryl Marie Fogel

Financial exploitation is at the heart of several cases related to guardianship and conservatorship here in Alabama. Several weeks ago in the first of this series, Alabama Today released exclusive audio recordings of Joann Bashinsky (Also known as Mrs. B or Mama B), the window of Goldenflakes company founder. These recordings revealed her court-ordered conservator Greg Hawley allowing Amy Adams of Balch & Bingham to use what Mrs. B described as “scare tactics” to pressure her to fire her current legal team and hire her. Adams is heard repeatedly stating that Mrs. B could lose her house and staff while her house is paid for and she has an estimated $200+ million in assets.

Mrs. B, her personal physician, her staff, and family have all consistently held that she does not need to be under a conservatorship. The court in her case didn’t allow a single witness to speak on her behalf after disqualifying her attorney. (Click to Continue)
 
Full Article & Source:
 

Protected or Prisoner Part 3: One Alabama daughter’s struggle with Judge Alan King, Greg Hawley, and a flawed conservatorship system

By Apryl Marie Fogel

 
Imagine you’ve done everything right to prepare your family for the realities that come with aging. You’ve created a power of attorney that specifically notes that your daughter is to be your conservator and guardian, should the need arise. You and your second-wife have a prenup to protect your assets, and spell out the use of funds for your future. You think you’re ready.

Then the day that you and your family hoped never would come, does, and with advancing age slight dementia begins. All that’s left to do is execute your pre-planned system. 

Your daughter goes to court, documents in hand, but the judge won’t hear her case. It turns out that after the dementia set-in, the step-mother also had a power of attorney signed.

So the judge appoints a “temporary” conservator and a guardian-ad-litem until a full hearing can be held. The father tells the guardian-ad-litem he has chosen his daughter and wishes for her to be the conservator, but again the court refuses to listen.

Hearings come and hearings go, and the daughter’s voice is failed to be heard, her father’s wishes go unmet. What’s worse, in one hearing a witness tells the court the two family members have argued in front of the father, and the judge uses that as the basis to make the temporary conservatorship permanent. The witness statement — untrue according to the daughter. Complete fiction. 

Five years go by and the daughter still has not had her day in court. Meanwhile, the court-ordered conservator has been paid $15,000 plus expenses and is on-track to be paid at a minimum another $15,000. Unless of course he can either wait it out or convince the family to liquidate assets such as selling property. Then he’s paid even more.

In addition, the costs of attorney fees for the family totals nearly $65,000 of which $55,000 is being paid-out of the estate. Money that could and likely should have stayed with the family and estate, if not for the judge’s order. 

This is the story of Susan Evans and her father James Belew.

Evans is the only child of Belew. Her mother, his first wife, passed away in 2008. He remarried in 2012. Belew was in the baking industry and was the general manager of the Dolly Madison Plant in Columbus, Ga. when he retired. 

Evans, a mother of two and grandmother of one, just retired after 18 years at Viva Health.

The judge is none other than Jefferson County Probate Judge, Alan King.

The conservator is none other than veteran litigator and probate lawyer, Greg Hawley.

The witness whose alleged false and unconfirmed testimony caused the court to move the temporary conservatorship to permanent? Is none other than Hawley’s own assistant, Margaret Holland.

If you’ve been following along in this series those names will sound familiar. They’re the same two players involved in the Joann Bashinsky case. As a matter of fact, they’re the same players as a number of cases in Jefferson County, Alabama. I’ll be writing about more of these horror stories in the coming days. (Don’t worry, if you’re missing Hawley’s “friend” Amy Davis Adams from Balch & Bingham, she too will return in several future installments of this series beginning later this week.)

Evans is one of a handful of people who personally reached out to me after seeing my first story in this series. I’ve spoken to her several times. Her father’s case is as frustrating as the Bashinsky case because it was Evans herself who went to the court with no reason to doubt that the judge would hear her case and allow her to perform the role her father chose her for. Of course, that’s not what happened as Judge King seemingly went against her father’s expressed written and verbal wishes.

I want to bring attention to some specific points of her case and hopefully, I want to give you something you can do to help this family, yourselves, and others.

Individual judges have unquestionable amounts of power and discretion with little to no accountability: 

Evans echos the sentiments I’ve heard from a number of people wrapped up in the conservatorship system. It’s designed in such a way that the judge might as well be a God. 

In her father’s case, Hawley’s guardianship was initially meant to be temporary. This is a familiar refrain from those with loved ones and family members involved. However, hearing after hearing it became clear that unless something changed, Hawley will be Belew’s conservator for the rest of his life. 

Lack of transparency and accountability

Until this week, after five years of Hawley being the conservator, Evans had not had a full accounting of her father’s assets or of the costs associated with the conservatorship. This week Holland provided that breakdown for the first time. You may remember Holland from the first post. Holland is the assistant who sent confidential medical and financial documents to Adams “accidentally”.  

It states, “Fees are based off of a percentage of the Estate which in total is roughly 9%. It is calculated only at a Partial and/or Final Settlement Hearing. This is an Alabama State Statute = 2.5% of what’s received, 2.5% of what’s disbursed and 4% attorney’s fees.”

As I mentioned, records indicate that thus far, $15,000 has been paid to Hawley’s firm. 

The incestuous nature of the lawyers and those who work for them

One of the often unspoken problems faced by family members fighting the court orders is the closeness of the attorneys and judges involved in the cases. Evans has had two attorneys paying approx. $22k of her own money in order to fulfill her father’s wishes. The step-mother has also hired an attorney.

If you couple this with the fees associated with Hawley’s representation, and the fees associated with Evan’s step-mother’s lawyers this amount ballons.

The costs to families aren’t just monetary

The monetary costs aren’t necessarily even the biggest problem for those involved. Many have explained it’s the stress of the unknowns and the time associated with fighting the judge’s order, working through the conservatorship process, and making sure their loved one is taken care of, and not exploited, that is the part that really takes a toll.

“What bothers me the most about the money… my dad was a frugal man who made a good living and lived within his means. He saved so that I and my children could have it. He worked hard for it and scrimped and saved, and now there’s not much left.”

We need to do better as a state. We need to demand our lawmakers require more of our courts. We need more transparency and accountability within the system. We need for families to be kept together and not set against one another. We need change.

Follow this series for more one-on-one stories with those involved in the system here. Beyond those, we’ll be sharing detailed reports of what’s happening here in Jefferson County and how you can get involved to reach out to lawmakers to fix this broken system. 

Editors Note: This is an op-ed. Emails from Alabama Today to Greg Hawley went unanswered. We relied on interviews and research for the dates and amounts cited in this article. This included reviews of both legal and personal correspondence associated with this case. We will update this story if additional information becomes available.
 
Full Article & Source:

Protected or Prisoner Part 4: Balch & Bingham and the lies they’ve told

By Apryl Marie Fogel

Image source: Shutterstock

There’s an expectation when you’re dealing with a national firm of the size, scope, and storied history that Birmingham’s own Balch & Bingham has garnered over the decades. That expectation is that the lawyers and employees there would strive for honesty, integrity, and excellence in everything they do. If you have that impression of the firm, it may be time to read on, reconsider your opinion, and see them for who they are versus who they once were or who they portray themselves to be.

I’m not too proud to admit that before hearing the disturbing recordings of Balch & Bingham lawyer Amy Adams, I bought into the myth of Balch’s higher standards hook, line, and sinker. 

If you missed the first article in this series, you’re going to want to go back and read it as well as listen to the audio recordings. In it, Joann Bashinsky (aka Mrs. B or Mama B), shares audio recordings she made of her court-ordered conservator Greg Hawley and Balch & Bingham’s, Amy Adams. Bashinsky is currently under a contested court-ordered conservatorship granted after what some have called a “kangaroo court” style hearing. This hearing didn’t allow her legal representation and blocked evidence to show she didn’t need the conservatorship or witnesses of her own. In that meeting, Adam’s attempted to land Mrs. B as a client using what that Mrs. B described as “scare tactics” while “talking down to her” and trying to “bully and intimidate” her into firing her current council. It would be unbelievable if not for the recording. In the recording, Mrs. B is assured by Adams that she’s not interested in being a party in the case for Hawley, strictly Mrs. B. When Mrs. B doesn’t hire her, what happens? Sure enough, contrary to multiple assertations, Adams is hired by Hawley to fight Mrs. B as she attempts to regain her freedom and independence.  All of this brings us to today’s story. 

I thought the audio recordings and Adam’s conduct would be a low point for firm behavior, but alas, they got lower. 

Before publishing that story, I reached out to Adams and then her boss, Stan Blanton, with a series of questions. Mr. Blanton then directed me to Julie Wall, their Director of External Affairs.

Wall, by all accounts, has shown that she’s on the up and up. She promptly got back to me, she heard me out on the context of my story, and she gave me timely responses. Of course, she didn’t answer or address the majority of my questions. She’s a PR professional. I’m sure there’s a chain of command above her that clamped down on her response, so I won’t hold that against her. 

The issue: While Wall nailed her job in deftly conveying answers to me in a timely and professional way, the responses themselves were lies. Two out of two messages turned out to be not true. Let me say that again, not once, but twice someone at Balch seemingly decided to lie on the record about Adam’s and her role in this case. 

Wall is not an attorney. She’s a public relations professional with excellent credentials. It’s highly doubtful she would knowingly lie in such a blatant manner. She was just the messenger. This leads me to some essential questions. Who gave her the lies to feed me? Was it Adams herself, Blanton, or someone else in the firm? What was the motivation of lying? How many times has said lawyer lied and gotten away with it? 

Lie one: The day Adam’s left the case. The statement below, saying that Adams was withdrawing from the case, was sent May 20, 2020. Yet, Adams was copied on emails related to the case, and her name was on filings related to the case for weeks following, which leads me to lie and email two.

Lie two: Upon getting word that Adam’s name on documents and emails, I reached out to ask why there was no record of her withdrawing from the case. That’s where the second lie comes in. See below, where Wall tells me that no written request for withdrawal is required, an answer she would have needed to get from Adams herself or another lawyer. 

On June 25, 2020, a little over 2 weeks after Wall says no withdrawal is needed, what does Adams finally get around to doing? Well, see below. She files for withdrawal. One has to wonder when her billing stopped; I assure you we will report back on that when it happens. Did it stop May 20 or June 25? 

Here’s the thing, I’m not trying to play a game of “gotcha” with Adams or Balch. I’m trying to bring transparency to a system and case that, in my opinion, is full of many cut and dry examples of egregious abuse of the state’s conservatorship powers. 

I’m writing this today so that you can join me in asking those involved from Balch, and maybe even Greg Hawley if all of this happens with the bright spotlight of media coverage and with many eyes watching them, what do the players in this case do when they think no one is watching?  

Click to read
 
Full Article & Source:   

Protected or Prisoner Part 5: Game changer! Alabama Supreme Court admonishes Judge Alan King in Joann Bashinsky case

By Apryl Marie Fogel 


While the war will wage on for families throughout Jefferson County and the state of Alabama seeking to regain their independence from a broken conservatorship system, the good guys won a critical battle today. The Alabama Supreme Court ruled in favor of Joann Bashinsky (aka Mrs. B or Mama B) freeing her from the “prison” of a court-ordered contested conservatorship that Judge Alan King wrongly put her under. 
 
I had the pleasure of congratulating Mrs. B by phone after the ruling came out, and she told me, “I’m happy. I feel vindicated by the Supreme Court’s ruling.” Her tone was lighter than in any previous conversation we’ve had before, now that the stress and burden of the personal hell she’s been put through has been partially lifted.
 
I told her that since we last spoke, I’ve heard from others whose cases eerily track with the same M.O. used by Judge King and the same conservator of her case, Greg Hawley. These individuals show up to court with lawyers of their own only to have King disqualify them, and Hawley being given a conservatorship “temporarily.” As in her case, the temporary orders lasted well past the 30-day limit the court intended. There were also emergency petitions granted when no emergency existed. I asked her if she had any thoughts for other families going through this, and she said, “I hope others continue to fight, and I hope they can win.”
 
While the news of her case was positive, she reflected on the fact that others still are, and will still be caught up in the system. She wished them success and said, “I hope they don’t have to go through what I did.”
 
She hasn’t forgotten how this all started for her either, “It’s sad that two former employees could use our court system to steal my freedom. It should have never happened. Anyone who does this should be held accountable.”
 
Mrs. B’s case was the catalyst to what has become a personal mission that will continue even after this ruling. I’ve spoken to around a dozen other people, from lawyers to family members about other questionable conservatorship decisions made by Judge King. These decisions led to the appointment of Greg Hawley specifically. Several of these cases are still in “temporary” status and pending the review of court long after the 30-day limit that the Supreme Court just reinforced as law. Additionally, I have asked the Jefferson County Probate Office for records to examine even more cases and data (story coming on their refusal to release public documents and records coming soon).
 
I will work diligently to help shine a light on other examples of wrongdoing, like what happened in this case. If I have learned anything, it is that this was not an isolated case of what the same behavior the Supreme Court called “egregious.”
 
I cannot do justice to the opinion by paraphrasing it, so let me just pull the highlights for you. 
 
On the matter of Judge King misusing the “temporary” authority and how the case didn’t meet “emergency” standards:
 
 

Put simply,

the purported evidence presented to the probate court clearly,

and by any standard, did not establish that an “emergency”

existed that required action so immediate that the probate

court could not allow Ms. Bashinsky an opportunity to respond

to the accusations or to retain counsel after the probate

court, at the outset of the hearing, dismissed the three

lawyers she had chosen to represent her. Consequently, the

provisions in the AUGPPA requiring notice, the presence of

counsel for the respondent, and an opportunity for the

respondent to present arguments and evidence could not be

48

1190193

circumvented in this instance. See §§ 26-2A-102, 26-2A-103

and 26-2A-134(a), and 26-2A-135.

Any lingering doubt that the situation was not a true

emergency is erased by the probate court’s scheduling of the

subsequent hearing on the permanent petition. As was

recounted in the rendition of the facts, the hearing on the

emergency petition was held on October 17, 2019. After the

probate court rendered its judgment appointing a temporary

guardian and conservator, the probate court scheduled a

hearing on the permanent petition for March 12, 2020, five

months after the emergency hearing. In a dependency context,

removing a child from the custody of a parent without giving

that parent notice and an opportunity to be heard requires

that a full hearing be scheduled within 72 hours of such a

determination. See § 12–15–308(a), Ala. Code. 1975.

Temporary restraining orders are subject to a 10-day

limitation period. See Rule 65(b), Ala. R. Civ. P. Section

26-2A-107(a) itself limits the appointment of a temporary

guardian to 30 days, a provision Judge King attempts to ignore

by ordering that the temporary guardian’s appointment “shall

automatically renew every fifteen (15) days until the

49

1190193

Permanent Hearing in this matter.” The short duration of such

orders underscores that emergency rulings are permitted based

on the understanding that the truncation of constitutional

due-process rights they entail will be mitigated in short

order. The probate court’s decision at the October 17, 2019,

hearing not to grant a continuance to allow Ms. Bashinsky to

retain new counsel is unfathomable, given the length of the

scheduled delay between the hearings on the emergency petition

and on the permanent petition. More broadly, the fact that

the probate court believed that the matter could wait another

five months for a permanent determination starkly illustrates

that any potential harm to Ms. Bashinsky’s health, safety, or

welfare was not immediate or substantial, i.e., this was not

an “emergency” by any reasonable definition.

 
On the violation of her constitutional rights and the prejudgement of the case: 
 

However, it is still the case that the probate court

disqualified Ms. Bashinsky’s attorneys at the outset of the

October 17, 2019, hearing on the emergency petition and that

she was not afforded the opportunity to retain new attorneys

or to present any evidence or question witnesses at that

hearing. Because we have determined that no “emergency” was

presented in that hearing, the representation and casepresentation

rights afforded to a respondent in §§ 26-2A-102

and 26-2A-135 were applicable. Those provisions, and

Ms. Bashinsky’s basic due-process rights, were egregiously

violated, as the probate court treated the proceeding like an

ex parte hearing even though Ms. Bashinsky was present.

16The statutory provision under which Prestwood was

decided, § 26-2-43, Ala. Code 1975, was modified by § 26-2A-

103, Ala. Code 1975, of the AUGPPA in 1987. However, the

requirement that notice be given to “the person alleged to be

incapacitated” has remained consistent in the law, undoubtedly

because, as the Prestwood Court noted, “fundamental fairness

would require adequate notice of a competency hearing.”

Prestwood, 395 So. 2d at 11.

52

1190193

But the problems with the probate court’s

disqualification of Ms. Bashinsky’s attorneys extend even

beyond basic constitutional due process and the procedures

afforded by §§ 26-2A-102 and 26-2A-135. The probate court

disqualified Ms. Bashinsky’s attorneys primarily based upon

Rules 1.7 and 1.9 of the Alabama Rules of Professional

Conduct. Both of those rules expressly state that the

conflicts of interest described therein can be waived by the

client if the client is made aware of the conflict and still

elects to have the attorney continue the representation. Yet,

there is no indication that the probate court asked

Ms. Bashinsky at any point during the October 17, 2019,

hearing whether she was aware of her attorneys’ alleged

conflicts of interest. This fact suggests that the probate

court had already decided that Ms. Bashinsky was not competent

to make her own decisions because the court assumed for itself

the duty of determining that the alleged conflicts could not

be waived. In other words, the probate court’s

disqualification of Ms. Bashinsky’s counsel at the outset of

the October 17, 2019, hearing indicated prejudgment of the

very question at issue in that hearing: Whether

53

1190193

Ms. Bashinsky’s competence was sufficiently in question to

warrant appointment of a temporary guardian and conservator.

Moreover, the manner in which the probate court handled

the issue of the motion to disqualify Ms. Bashinsky’s

attorneys — granting the motion and then choosing to proceed

directly with the hearing on the issue of Ms. Bashinsky’s

competence — created an unnecessary complication that was

highlighted by the probate court’s subsequent scheduling of a

hearing in January 2020 to discuss how Ms. Bashinsky’s new

attorneys were to be selected. That is, because the probate

court disqualified Ms. Bashinsky’s attorneys and then declared

Ms. Bashinsky to be incompetent, it raised the specter that

she cannot enter into a contract to hire new counsel to

represent her interests in this matter. This complication

would have been avoided if the probate court had followed

basic procedures of due process and fundamental fairness with

respect to Ms. Bashinsky.

In sum, because the allegations raised in the emergency

petition and the facts presented in the hearing on that

petition clearly did not constitute an “emergency,” the

provisions for appointing a temporary guardian or conservator

54

1190193

in §§ 26-2A-107(a) and 26-2A-136(b)(1) were inapplicable.

Under §§ 26-2A-102 and 26-2A-135, Ms. Bashinsky was entitled

to have counsel of her choosing represent her, to crossexamine

witnesses, and to present evidence on her behalf, none

of which she was afforded in the October 17, 2019, hearing and

which, in fact, was openly refused by the probate court.

Furthermore,

“[p]rocedural due process, as guaranteed by the

Fourteenth Amendment to the United States

Constitution and Article I, § 6, of the Alabama

Constitution of 1901, broadly speaking, contemplates

the rudimentary requirements of fair play, which

include a fair and open hearing before a legally

constituted court or other authority, with notice

and the opportunity to present evidence and

argument, representation by counsel, if desired, and

information as to the claims of the opposing party,

with reasonable opportunity to controvert them.”

Ex parte Weeks, 611 So. 2d 259, 261 (Ala. 1992) (emphasis

added). Thus, Ms. Bashinsky’s constitutional and statutory

rights of due process were also violated through a deprivation

of counsel and a lack of opportunity to present evidence and

argument before the probate court. “A judgment is void … if

the court rendering it … acted in a manner inconsistent with

due process.” Insurance Mgmt. & Admin., Inc. v. Palomar Ins.

Corp., 590 So. 2d 209, 212 (Ala. 1991). Accordingly, we

55

1190193

conclude that the probate court’s October 17, 2019, order

appointing a temporary guardian and conservator must be set

aside.

 

You may read the Supreme Court Opinion in its entirety below. 

Click to read

Full Article & Source;

Protected or Prisoners Part 6: Meet John P. McKleroy the man behind the Joann Bashinsky contested conservatorship

By Apryl Marie Fogel


If you’ve been following along, you know that we’re learning together about the dysfunction, potential corruption, and madness involved in Alabama’s conservatorship and guardianship system. One of the missing components in my coverage to date has been addressing a frequent question, “How does this happen to someone?” Today, let’s explore that. 

The story that sparked this series was that of longtime philanthropist and heir to the Golden Flake company, Joann Bashinsky (aka Mrs. B or Mama B). 

In her case, Mrs. B’s forced and contested conservatorship began after firing two longtime employees John P. McKleroy and Patty Townsend, who seemingly “betrayed her.”  The day they were fired, after months of insubordination and actions that went against the express wishes and interest of Mrs. B, the two petitioned the court for an “emergency order.” Today, we’ll look at McKleroy’s role in this.

McKleroy and Towsend filed an emergency order. What did they have to gain? Access and control of tens of millions once they took away Mrs. B’s voice and votes on the boards of her company and foundations. What did they have to lose? Not much or so they would have thought, if not for Mrs. B aggressively fighting their efforts and telling her story publicly. 

What kind of man would do this? Well, the same man who would plead guilty to third-degree domestic violence and harassment, as McKleroy did. The police report detailing his abuse describes his violent assault saying, “while in a domestic altercation,” McKleroy did, “push, choke, and slap the victim.”  

According to a letter from his doctor and the court order, he went on to get a minimum of one year and three months of professional treatment to “address the psychological issues related to his episode of loss of control.” The clinical and forensic psychologist at the time stated that “he probably would not have sought treatment without legal pressure.”

Mrs. B was never made aware of McKleroy’s violent altercation with a member of his immediate family, (we are not identifying out of respect for the victim), the arrest, his need for therapy (including a court-ordered additional six months beyond his plea agreement), or his two years of probation. When I spoke to Mrs. B about this, she was disappointed. I asked her if she felt he should have told her about all of this, and she said, “Absolutely!”

Bashinsky trusted McKleroy so explicitly before this betrayal, that when drawing up an update to her will, he advised her that her late husband, the founder of Golden Flake Sloan Bashinsky, had included him in his final will. He indicated he was a beneficiary, not just the executor. Mrs. B wanted to honor her husband’s wishes. She allowed him to include himself in her will at what he told her was the same amount as in Mr. Bashinsky’s will. What McKleroy wrote in her will, on her behalf, was that “My good friend John McKleroy shall receive,” and it ended up being 2% of her entire estate.

After firing McKleroy and Townsend, Mrs. B told Alabama Today that an examination of her late husband’s records indicated that Mckleroy had not been honest with her about that. No record of those wishes existed. The sad irony is that a significant component of their emergency request was a concern that Mrs. B wouldn’t be able to fulfill the bequests of her will.

McKleroy has made millions during his time with Golden Flake and the Bashinsky’s.

Reading the timeline presented in court documents, the only logical assumption is that McKleroy had been planning this for some time. He also had crafted a strong narrative in defense of his actions. Initial reports by the court-ordered Guardian ad-litem and social worker demonstrated facts contrary to what the filings by McKleroy claim. These include false accusations about Mrs. B’s cognitive abilities and her understanding of her financial investments. The filing falsely claims that Mrs. B needed to be “coached” on her requests to move money out of Level Four financial advisors, but she was able to explain the request and the justification clearly to the two court-ordered neutral parties.

According to his report to the court, Robert Squire Gwin told him just days after the two employees filed their motion, “Mrs. B[ashinsky]voiced her strong opinion that she was ‘totally disappointed and disgusted with John McKleroy and Patty Townsend’ since they both have been long time advisors over many years. She stated that she ‘felt betrayed by these former employees and advisors.'”

The court filing also stated that “Ms. Bashinsky was able to identify relevant dates and events in her life to Gwin and Sellers. Both the court-ordered guardian-ad-litem and social worker submitted statements saying that Mrs. B was lucid, able to talk.  They indicated she was able to describe in detail the transfer of funds that is at the heart of this case. You see, one of the most significant components of their emergency order and one of the reasons they were fired is because the financial advisors at a Level 4 Dallas based company refused to comply with multiple requests by Mrs. B to diversify her account. Orders that the two former employees attest she didn’t understand or ask for herself. 

McKleroy claimed in court that an emergency existed. The state Supreme Court said in their decision dismissing the order for conservatorship that no such emergency was indicated. 

On Friday, July 24, 2020 Mrs. B hosted a board meeting, that included both McKleroy & Townsend as the other two board members, during which she directly addressed the violent criminal charges that McKleroy pled guilty to. She told me after the meeting, “I find it atrocious what Mr. McKleroy did. I feel strongly that he had a duty to disclose his actions to the board at the time it happened. At this point, it doesn’t surprise me that Patty (Townsend) isn’t disturbed by the news, but I don’t feel that this particular member’s actions are a good representation of my family’s boards.

My husband would be deeply ashamed. In light of this new information, I asked that he be removed as a director, but the other board member seems to think that those actions are excusable. In the words of Mr. McKleroy, “it was just a misdemeanor”.

Does Mrs. B need protection? Turns out that maybe so, maybe from the very people trying to steal her rights and silence her voice. After all, McKleroy’s only response to his heinous violent acts towards a loved one, “it was just a misdemeanor.” 

You can find Part 1 here, Part 2 here, Part 3 here, and Part 4 here.

You can find the police report and court records of McKleroy’s here. Full but redacted: Police report and court documents

Editors Note: We were able to confirm that John P. McKleroy was the person involved in the domestic violence case by his home address, victims name, and relationship to him and his law office phone number which were all included but have been redacted out of supporting documents for the privacy of the victim. If you or someone you know is the victim of domestic violence, the Alabama Coalition Against Domestic Violence (http://www.acadv.org) provides research and assistance they can be reached at 1.800.650.6522.

Full Article & Source: