Case study: Assessing a sibling’s suitability
Experience/Heir Not So Apparent

Heir Not So Apparent

In a matter concerning the guardianship of an heir to a substantial estate, Nardello & Co. was retained to establish that a family member was not qualified to serve as guardian to her sibling.

Through a review of property and litigation records, Nardello & Co. demonstrated that certain individuals had developed relationships with the family member in order to obtain substantial financial benefit from the proposed guardian. This information, which established that the family member was incapable of handling her own finances appropriately, led the court to rule against her application for guardianship of her sibling.

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