A Pennsylvania court rules that an agent under a power of attorney does not have to return the money the agent withdrew from a joint account because the evidence showed the agent removed the money for Medicaid planning purposes.
Michael Monteforte, Jr. is the founding attorney of Monteforte Law, P.C., an estate planning and elder law firm in Woburn, Massachusetts. He was admitted to the Supreme Judicial Court of Massachusetts in January 2002 and to federal practice in the U.S. District Court, District of Massachusetts, in March 2006. He has practiced estate planning and elder law in Massachusetts for over twenty years.