Attorney Blog

Turning legalese into legal-ease

Maryland Intensifies Penalties for Exploitation of Vulnerable Adults

November 8th, 2010

With the passage of House Bill 327, the Maryland General Assembly clarified and strengthened the consequences of a criminal conviction for exploiting a vulnerable adult or a person over the age of 68, as stated in Maryland Code Criminal Law Article §8-801.

Under the Maryland Criminal Law Article, a person who is convicted of exploiting a vulnerable or elderly adult is disqualified from inheriting or otherwise benefiting from the victim’s estate, insurance proceeds or property after that victim’s death. However, such disqualification will only occur if and to the extent that the convicted individual fails to return the property taken or fully restore its value to the vulnerable or elderly adult.

One of the most important features of this new law is that, in the event the property of the deceased vulnerable or elderly adult is erroneously distributed to the convicted individual, the rightful heir, legatee, or beneficiary now has the legal ability to sue the convicted individual for full restitution of the value of the erroneously distributed property.

Any trustee, personal representative, executor or other fiduciary who has erroneously, but in good faith and without actual knowledge of the conviction, distributed property to the convicted individual will not be held responsible for any such erroneous distribution.

New Maryland Power of Attorney Law Now in Effect!

November 5th, 2010

On October 1, 2010, Maryland’s new General and Limited Power of Attorney Act (House Bill 659) became effective.

This Act provides two statutory Power of Attorney (“POA”) forms and a Certification form for an Agent to verify facts concerning a POA. One of the POA forms (the “Maryland Statutory Form Personal Financial Power of Attorney”) provides an Agent with general authority as specified on the form, while the other POA form (the “Maryland Statutory Form Limited Power of Attorney”) provides for more limitations on the Agent’s authority and more specificity as to the powers being given to an Agent.

A great advantage of this new law is that individuals and entities, including banks, brokerage firms, title and insurance companies, who are presented with a POA, which has been drafted and acknowledged in conformity with this new law, MUST accept it. If an individual or entity refuses to accept such a POA, the Agent presenting the POA may petition the Court to order that the POA be accepted and, in some instances, to have the individual or entity pay the Agent’s reasonable attorney’s fees incurred in a proceeding to mandate acceptance of a POA.

Another change brought about by the new POA Act is that the requirements for signing and witnessing a POA are stricter. In order for a POA executed on or after October 1, 2010 to be valid, it must be acknowledged before a notary public and attested to by two or more adult witnesses. Under the new law, it is permissible for the notary public to serve as one of the adult witnesses.

As a result of this new law’s provisions and requirements, your existing POA may be affected. If you or someone you know is thinking about executing a POA, it is important to speak to an attorney familiar with this new law and all of the requirements under the Maryland Code before signing any such documents.

Please contact Andalman & Flynn, P.C. at (301) 563-6685 if you would like to set up a consultation with Attorney Kate McDonough to discuss any issues concerning Powers of Attorney, Wills, Health Care Advance Directives (aka: “Living Wills”), probate, estate planning or estate administration.