WEBVTT NOTE duration:"00:14:39" NOTE language:en-us NOTE Confidence: 0.89834933875 00:00:03.060 --> 00:00:07.820 Good times, bad times, hard times you know. NOTE Confidence: 0.89834933875 00:00:07.820 --> 00:00:11.530 We went through a lot together. But NOTE Confidence: 0.716203065 00:00:16.280 --> 00:00:18.455 her and my dad made this trust NOTE Confidence: 0.716203065 00:00:18.455 --> 00:00:20.230 and they thought my mother NOTE Confidence: 0.857538238571429 00:00:20.310 --> 00:00:22.690 thought it was set. There's going to be OK. NOTE Confidence: 0.902472011428571 00:00:31.470 --> 00:00:33.717 Jamie's mother passed away in August 2000, NOTE Confidence: 0.902472011428571 00:00:33.720 --> 00:00:35.710 leaving behind her stepfather Jack, NOTE Confidence: 0.902472011428571 00:00:35.710 --> 00:00:37.390 who she regards as her father. NOTE Confidence: 0.902472011428571 00:00:37.390 --> 00:00:39.120 He was always my rescuer, NOTE Confidence: 0.902472011428571 00:00:39.120 --> 00:00:41.544 but when Jack's mental and physical NOTE Confidence: 0.902472011428571 00:00:41.544 --> 00:00:43.160 abilities started declining as NOTE Confidence: 0.902472011428571 00:00:43.224 --> 00:00:44.988 trustee Jayme knew it was time NOTE Confidence: 0.902472011428571 00:00:44.988 --> 00:00:46.959 for her to become the rescuer. NOTE Confidence: 0.902472011428571 00:00:46.960 --> 00:00:48.650 So she saw legal help. NOTE Confidence: 0.902472011428571 00:00:48.650 --> 00:00:49.820 I didn't know what a trustee NOTE Confidence: 0.902472011428571 00:00:49.820 --> 00:00:50.890 was supposed to be doing. NOTE Confidence: 0.902472011428571 00:00:50.890 --> 00:00:52.250 That's why I hired them. NOTE Confidence: 0.902472011428571 00:00:52.250 --> 00:00:54.530 She said her attorneys immediately began NOTE Confidence: 0.902472011428571 00:00:54.530 --> 00:00:56.789 recommending that she hire A fiduciary. NOTE Confidence: 0.902472011428571 00:00:56.790 --> 00:00:58.648 Every time I was around him it was given NOTE Confidence: 0.902472011428571 00:00:58.648 --> 00:01:00.696 to a private fiduciary over a month later, NOTE Confidence: 0.902472011428571 00:01:00.696 --> 00:01:02.066 Jamie decided to abide by NOTE Confidence: 0.902472011428571 00:01:02.066 --> 00:01:03.349 her attorneys advice. NOTE Confidence: 0.902472011428571 00:01:03.350 --> 00:01:05.408 An relinquished her role as trustee, NOTE Confidence: 0.902472011428571 00:01:05.410 --> 00:01:07.120 as well as granted a conservatorship NOTE Confidence: 0.902472011428571 00:01:07.120 --> 00:01:08.969 of her father to a fiduciary. NOTE Confidence: 0.902472011428571 00:01:08.970 --> 00:01:10.880 They recommended named Carolyn Young. NOTE Confidence: 0.902472011428571 00:01:10.880 --> 00:01:11.390 They told NOTE Confidence: 0.816753645 00:01:11.400 --> 00:01:12.738 me, when Carolyn Young became the NOTE Confidence: 0.84747058375 00:01:12.750 --> 00:01:13.930 conservator, she takes care NOTE Confidence: 0.84747058375 00:01:13.930 --> 00:01:15.110 of everything with Jack. NOTE Confidence: 0.909233743333333 00:01:16.290 --> 00:01:18.450 It's a similar story for Catherine. NOTE Confidence: 0.909233743333333 00:01:18.450 --> 00:01:21.098 My dad's attorney, Todd Roby, NOTE Confidence: 0.909233743333333 00:01:21.100 --> 00:01:22.460 was trying to suggest NOTE Confidence: 0.882226464444445 00:01:22.470 --> 00:01:24.612 to my dad that maybe they hire NOTE Confidence: 0.882226464444445 00:01:24.612 --> 00:01:25.732 this woman, Carolyn Young, NOTE Confidence: 0.882226464444445 00:01:25.732 --> 00:01:27.238 to help them with their finances. NOTE Confidence: 0.877389688 00:01:27.270 --> 00:01:29.350 Well, Catherine's story is different. NOTE Confidence: 0.877389688 00:01:29.350 --> 00:01:31.149 It ended in the same way Jamies NOTE Confidence: 0.877389688 00:01:31.149 --> 00:01:32.835 did with her parent being NOTE Confidence: 0.877389688 00:01:32.835 --> 00:01:34.547 placed under a conservatorship, NOTE Confidence: 0.877389688 00:01:34.550 --> 00:01:36.944 and despite this occurring five years ago NOTE Confidence: 0.877389688 00:01:36.944 --> 00:01:39.290 with her mother passing away in 2016, NOTE Confidence: 0.877389688 00:01:39.290 --> 00:01:40.710 she still in litigation. NOTE Confidence: 0.877389688 00:01:40.710 --> 00:01:41.775 Because of this, NOTE Confidence: 0.877389688 00:01:41.780 --> 00:01:44.180 she requested we not use her last name. NOTE Confidence: 0.877389688 00:01:44.180 --> 00:01:45.428 Catherine says her father NOTE Confidence: 0.877389688 00:01:45.428 --> 00:01:46.988 appointed one of their caregivers NOTE Confidence: 0.877389688 00:01:46.988 --> 00:01:48.892 to serve as Co trustee because NOTE Confidence: 0.877389688 00:01:48.892 --> 00:01:50.460 they considered them. Family NOTE Confidence: 0.88722404 00:01:50.490 --> 00:01:51.840 I was not living here. NOTE Confidence: 0.88722404 00:01:51.840 --> 00:01:53.478 That was really my dad's big concern NOTE Confidence: 0.88722404 00:01:53.478 --> 00:01:55.651 of kind of like making sure that my NOTE Confidence: 0.88722404 00:01:55.651 --> 00:01:57.320 mom's caregivers would not leave her. NOTE Confidence: 0.75654981 00:01:57.360 --> 00:01:58.740 Another trustee was their NOTE Confidence: 0.75654981 00:01:58.740 --> 00:02:00.520 granddaughter who was age 25. NOTE Confidence: 0.75654981 00:02:00.520 --> 00:02:02.120 Katherine said her father's NOTE Confidence: 0.75654981 00:02:02.120 --> 00:02:03.720 attorney encouraged both trustees NOTE Confidence: 0.75654981 00:02:03.720 --> 00:02:05.588 to enact a conservatorship. NOTE Confidence: 0.872065983684211 00:02:05.600 --> 00:02:07.576 The odd thing is, is that this could NOTE Confidence: 0.872065983684211 00:02:07.576 --> 00:02:09.318 still take place when my mother NOTE Confidence: 0.872065983684211 00:02:09.318 --> 00:02:10.808 was against my brother myself. NOTE Confidence: 0.872065983684211 00:02:10.810 --> 00:02:13.170 So direct relatives more so. NOTE Confidence: 0.872065983684211 00:02:13.170 --> 00:02:14.778 And. That's just NOTE Confidence: 0.81557645 00:02:14.790 --> 00:02:16.500 the court system, Catherine says. NOTE Confidence: 0.81557645 00:02:16.500 --> 00:02:18.030 For the four years the NOTE Confidence: 0.81557645 00:02:18.030 --> 00:02:19.254 conservatorship was in place. NOTE Confidence: 0.81557645 00:02:19.260 --> 00:02:22.167 Young saw her mother a total of three times. NOTE Confidence: 0.81557645 00:02:22.170 --> 00:02:24.180 We asked Young about Catherine's claim. NOTE Confidence: 0.81557645 00:02:24.180 --> 00:02:25.312 She responded, in part, NOTE Confidence: 0.81557645 00:02:25.312 --> 00:02:27.010 saying she could not speak to NOTE Confidence: 0.81557645 00:02:27.067 --> 00:02:28.555 this specific case as these NOTE Confidence: 0.81557645 00:02:28.555 --> 00:02:29.650 matters are confidential. NOTE Confidence: 0.81557645 00:02:29.650 --> 00:02:30.694 But generally speaking, NOTE Confidence: 0.81557645 00:02:30.694 --> 00:02:32.434 conservatives are seen once a NOTE Confidence: 0.81557645 00:02:32.434 --> 00:02:34.370 month by herself or her staff. NOTE Confidence: 0.854714032 00:02:34.400 --> 00:02:36.308 In our previous episode, we showed NOTE Confidence: 0.854714032 00:02:36.308 --> 00:02:37.580 you how family disagreements NOTE Confidence: 0.8975483975 00:02:37.590 --> 00:02:40.060 can often lead to conservatorship's, NOTE Confidence: 0.8975483975 00:02:40.060 --> 00:02:41.750 but another common way, conservatorship, NOTE Confidence: 0.8975483975 00:02:41.750 --> 00:02:43.390 Siryn stated, is through NOTE Confidence: 0.81100554 00:02:43.400 --> 00:02:45.910 the recommendation. Of attorneys. I do NOTE Confidence: 0.895717432105263 00:02:45.920 --> 00:02:47.396 have my favorite fiduciaries, NOTE Confidence: 0.895717432105263 00:02:47.396 --> 00:02:50.264 but there are my favorites because I think NOTE Confidence: 0.895717432105263 00:02:50.264 --> 00:02:52.329 they actually look out for the client, NOTE Confidence: 0.818005638 00:02:52.470 --> 00:02:54.702 but some are concerned about fiduciary's NOTE Confidence: 0.818005638 00:02:54.702 --> 00:02:56.536 that look out for themselves and those NOTE Confidence: 0.818005638 00:02:56.536 --> 00:02:58.569 who work with them rather than the client. NOTE Confidence: 0.818005638 00:02:58.570 --> 00:03:00.558 It's a pattern we found in documents NOTE Confidence: 0.818005638 00:03:00.558 --> 00:03:02.300 from the Professional Fiduciary Bureau, NOTE Confidence: 0.818005638 00:03:02.300 --> 00:03:03.860 for example fiduciary Richard NOTE Confidence: 0.818005638 00:03:03.860 --> 00:03:05.420 Cox in Plumas County, NOTE Confidence: 0.818005638 00:03:05.420 --> 00:03:07.538 purchased shares with funds from clients. NOTE Confidence: 0.818005638 00:03:07.540 --> 00:03:09.980 Trust in a company he owned and NOTE Confidence: 0.818005638 00:03:09.980 --> 00:03:11.795 fiduciary Sally Cicerone in Orange NOTE Confidence: 0.818005638 00:03:11.795 --> 00:03:14.930 County paid herself over $14,000. NOTE Confidence: 0.818005638 00:03:14.930 --> 00:03:17.674 And paid over $28,000 to her attorney NOTE Confidence: 0.8730417125 00:03:17.710 --> 00:03:19.887 from a client's trust fund after she NOTE Confidence: 0.8730417125 00:03:19.887 --> 00:03:21.870 had been removed as trustee, not NOTE Confidence: 0.882918179230769 00:03:21.880 --> 00:03:23.959 following the wishes of the client is NOTE Confidence: 0.882918179230769 00:03:23.959 --> 00:03:25.448 something Jim Marshall said he saw NOTE Confidence: 0.853162177142857 00:03:25.460 --> 00:03:28.033 in the Sacramento Probate system in the 29 NOTE Confidence: 0.853162177142857 00:03:28.033 --> 00:03:30.154 years he served as a court investigator. NOTE Confidence: 0.80401532 00:03:30.190 --> 00:03:34.096 The corruption is is is to frustrate. NOTE Confidence: 0.80401532 00:03:34.100 --> 00:03:37.138 The intent of the trust or the NOTE Confidence: 0.80401532 00:03:37.138 --> 00:03:40.832 person who is relying on another to NOTE Confidence: 0.80401532 00:03:40.832 --> 00:03:44.264 protect them to protect their estate NOTE Confidence: 0.80401532 00:03:44.370 --> 00:03:47.530 during and after their lifetime. NOTE Confidence: 0.80401532 00:03:47.530 --> 00:03:50.120 However, not all fiduciaries are NOTE Confidence: 0.80401532 00:03:50.120 --> 00:03:51.370 doing that. And NOTE Confidence: 0.921118315 00:03:51.380 --> 00:03:53.216 do you believe that corruption is NOTE Confidence: 0.921118315 00:03:53.216 --> 00:03:54.823 happening here in the Sacramento NOTE Confidence: 0.921118315 00:03:54.823 --> 00:03:57.450 County Probate Court now? Yes, NOTE Confidence: 0.866569425714286 00:03:57.980 --> 00:04:00.708 I think that once you amass 10s of NOTE Confidence: 0.866569425714286 00:04:00.708 --> 00:04:03.398 millions of dollars in your portfolio, NOTE Confidence: 0.866569425714286 00:04:03.400 --> 00:04:04.740 it gives you buying power. NOTE Confidence: 0.866569425714286 00:04:04.740 --> 00:04:08.275 You can use that to purchase medical NOTE Confidence: 0.866569425714286 00:04:08.275 --> 00:04:09.810 services, doctors evaluations, NOTE Confidence: 0.866569425714286 00:04:09.810 --> 00:04:11.870 all kinds of things. NOTE Confidence: 0.885031375 00:04:12.040 --> 00:04:14.376 I began this investigation a year ago NOTE Confidence: 0.885031375 00:04:14.376 --> 00:04:16.392 when several people reached out to NOTE Confidence: 0.885031375 00:04:16.392 --> 00:04:18.488 us with criticism of Carolyn Young, NOTE Confidence: 0.885031375 00:04:18.490 --> 00:04:20.874 one of the most well known and powerful NOTE Confidence: 0.885031375 00:04:20.874 --> 00:04:22.639 fiduciaries in Northern California. NOTE Confidence: 0.885031375 00:04:22.640 --> 00:04:24.470 They all had similar stories NOTE Confidence: 0.885031375 00:04:24.470 --> 00:04:26.300 and concerns about her practice, NOTE Confidence: 0.885031375 00:04:26.300 --> 00:04:27.970 which includes her two children, NOTE Confidence: 0.885031375 00:04:27.970 --> 00:04:29.600 Zach Young, and Lindsay Bowman, NOTE Confidence: 0.885031375 00:04:29.600 --> 00:04:30.860 who are also fiduciaries NOTE Confidence: 0.885031375 00:04:30.860 --> 00:04:32.120 in the family business. NOTE Confidence: 0.885031375 00:04:32.120 --> 00:04:33.940 And as our investigation progressed, NOTE Confidence: 0.885031375 00:04:33.940 --> 00:04:36.060 we learned this is a system wide issue. NOTE Confidence: 0.885031375 00:04:36.060 --> 00:04:37.788 Across California, and NOTE Confidence: 0.865218666666667 00:04:37.800 --> 00:04:38.828 as we've already started NOTE Confidence: 0.865218666666667 00:04:38.828 --> 00:04:40.113 to show you with attorneys, NOTE Confidence: 0.865218666666667 00:04:40.120 --> 00:04:42.451 one of the patterns we've encountered is NOTE Confidence: 0.865218666666667 00:04:42.451 --> 00:04:44.218 the same professionals being involved NOTE Confidence: 0.865218666666667 00:04:44.218 --> 00:04:46.360 in conservatorship cases over and over. NOTE Confidence: 0.865218666666667 00:04:46.360 --> 00:04:48.488 But we also found a pattern of NOTE Confidence: 0.865218666666667 00:04:48.488 --> 00:04:50.120 the same medical providers. NOTE Confidence: 0.872962192857143 00:04:50.150 --> 00:04:51.668 It's also one of the patterns NOTE Confidence: 0.872962192857143 00:04:51.668 --> 00:04:53.099 found in multiple books and NOTE Confidence: 0.872962192857143 00:04:53.099 --> 00:04:54.698 studies on conservatorship, abuse. NOTE Confidence: 0.872962192857143 00:04:54.698 --> 00:04:56.162 Changing medical providers NOTE Confidence: 0.872962192857143 00:04:56.162 --> 00:04:58.114 is something Richard Calhoun, NOTE Confidence: 0.872962192857143 00:04:58.120 --> 00:04:59.805 the co-founder of the Coalition NOTE Confidence: 0.872962192857143 00:04:59.805 --> 00:05:01.490 for Elder and Disability Rights, NOTE Confidence: 0.872962192857143 00:05:01.490 --> 00:05:04.345 says is common and concerning NOTE Confidence: 0.872962192857143 00:05:04.345 --> 00:05:05.230 in conservatorship's. NOTE Confidence: 0.864148715 00:05:05.260 --> 00:05:06.988 Why is it that they're going to a doctor NOTE Confidence: 0.864148715 00:05:06.988 --> 00:05:08.679 that has never seen this person before? NOTE Confidence: 0.864148715 00:05:08.680 --> 00:05:10.087 Why aren't they going to their family? NOTE Confidence: 0.864148715 00:05:10.090 --> 00:05:12.456 Physician when they have a family physician. NOTE Confidence: 0.82921891 00:05:12.490 --> 00:05:13.603 Those are the questions that NOTE Confidence: 0.82921891 00:05:13.603 --> 00:05:14.868 really should be being asked. NOTE Confidence: 0.82921891 00:05:14.870 --> 00:05:17.380 Doctors evaluate the elders capacity. NOTE Confidence: 0.82921891 00:05:17.380 --> 00:05:19.745 A key in the conservatorship NOTE Confidence: 0.82921891 00:05:19.745 --> 00:05:21.164 process is permanent. NOTE Confidence: 0.82921891 00:05:21.170 --> 00:05:22.330 Conservatorship's aren't fully granted NOTE Confidence: 0.82921891 00:05:22.330 --> 00:05:24.240 in court until it's proof that the NOTE Confidence: 0.88802475 00:05:24.250 --> 00:05:26.390 Elder cannot care for themselves. NOTE Confidence: 0.88802475 00:05:26.390 --> 00:05:29.366 My mother was a remarkable woman. NOTE Confidence: 0.88802475 00:05:29.370 --> 00:05:32.610 She had a zest for life and she had No Fear. NOTE Confidence: 0.88802475 00:05:32.610 --> 00:05:34.584 She traveled the world on her own NOTE Confidence: 0.88802475 00:05:34.584 --> 00:05:36.494 after an anonymous call was made NOTE Confidence: 0.88802475 00:05:36.494 --> 00:05:37.830 to Adult Protective Services, NOTE Confidence: 0.88802475 00:05:37.830 --> 00:05:40.006 saying Mary Jean Man was at risk of NOTE Confidence: 0.88802475 00:05:40.006 --> 00:05:41.859 abuse from one of her daughters. NOTE Confidence: 0.88802475 00:05:41.860 --> 00:05:44.146 Carol Kelly, she was placed under NOTE Confidence: 0.88802475 00:05:44.146 --> 00:05:45.670 a temporary conservatorship of NOTE Confidence: 0.88802475 00:05:45.733 --> 00:05:47.428 Carolyn Young after Young filed NOTE Confidence: 0.88802475 00:05:47.428 --> 00:05:49.123 a petition in November of NOTE Confidence: 0.800076226 00:05:49.780 --> 00:05:51.620 2006. She was fully competent. NOTE Confidence: 0.800076226 00:05:51.620 --> 00:05:53.125 She went through the Drivers NOTE Confidence: 0.800076226 00:05:53.125 --> 00:05:54.630 safety Office and then take NOTE Confidence: 0.800076226 00:05:54.688 --> 00:05:55.978 a behind the wheel test. NOTE Confidence: 0.800076226 00:05:55.980 --> 00:05:58.170 She passed with 100% records to NOTE Confidence: 0.800076226 00:05:58.170 --> 00:06:00.479 the case provided by Kelly Show. NOTE Confidence: 0.800076226 00:06:00.480 --> 00:06:02.260 Man also underwent three NOTE Confidence: 0.800076226 00:06:02.260 --> 00:06:03.595 independent evaluations from NOTE Confidence: 0.800076226 00:06:03.600 --> 00:06:06.170 different doctors between 2007 and NOTE Confidence: 0.878312803333333 00:06:06.810 --> 00:06:09.222 2008. After the petition for conservatorship NOTE Confidence: 0.878312803333333 00:06:09.222 --> 00:06:11.869 by Young had been filed clinical. NOTE Confidence: 0.878312803333333 00:06:11.870 --> 00:06:13.662 Psychologist, a clinical neurologist, NOTE Confidence: 0.878312803333333 00:06:13.662 --> 00:06:17.018 her own physician, she was not only average, NOTE Confidence: 0.878312803333333 00:06:17.018 --> 00:06:19.454 she was way above for her age. NOTE Confidence: 0.878312803333333 00:06:19.460 --> 00:06:22.788 Young did not want to accept those findings. NOTE Confidence: 0.878312803333333 00:06:22.790 --> 00:06:23.978 She would say, well, NOTE Confidence: 0.878312803333333 00:06:23.978 --> 00:06:26.191 we need to have her evaluated by NOTE Confidence: 0.878312803333333 00:06:26.191 --> 00:06:28.006 somebody that we select according NOTE Confidence: 0.878312803333333 00:06:28.006 --> 00:06:29.941 to court documents filed in 2008. NOTE Confidence: 0.878312803333333 00:06:29.941 --> 00:06:31.446 Man's other daughter, Carol sister, NOTE Confidence: 0.878312803333333 00:06:31.450 --> 00:06:33.634 appeared to be in favor of the NOTE Confidence: 0.878312803333333 00:06:33.634 --> 00:06:35.030 conservatorship and wanted another NOTE Confidence: 0.878312803333333 00:06:35.030 --> 00:06:36.630 evaluation done specifically requesting NOTE Confidence: 0.878312803333333 00:06:36.630 --> 00:06:39.289 the evaluation be done by one doctor. NOTE Confidence: 0.878312803333333 00:06:39.290 --> 00:06:39.920 We found NOTE Confidence: 0.850039605 00:06:39.950 --> 00:06:41.605 who has worked with Young NOTE Confidence: 0.850039605 00:06:41.605 --> 00:06:43.260 in at least 4 cases. NOTE Confidence: 0.850039605 00:06:43.260 --> 00:06:45.913 She said her mother refused to have NOTE Confidence: 0.850039605 00:06:45.913 --> 00:06:47.502 another evaluation done in 2008. NOTE Confidence: 0.850039605 00:06:47.502 --> 00:06:49.014 It would be in their interest NOTE Confidence: 0.850039605 00:06:49.014 --> 00:06:50.320 if she had dementia. NOTE Confidence: 0.850039605 00:06:50.320 --> 00:06:51.975 Young responded in part saying NOTE Confidence: 0.850039605 00:06:51.975 --> 00:06:53.630 there's no basis in fact, NOTE Confidence: 0.850039605 00:06:53.630 --> 00:06:55.235 for Kelly's opinion and called NOTE Confidence: 0.850039605 00:06:55.235 --> 00:06:57.324 it insulting to infer that this NOTE Confidence: 0.850039605 00:06:57.324 --> 00:06:59.016 highly respected psychiatrist would NOTE Confidence: 0.850039605 00:06:59.016 --> 00:07:01.131 make a determination of incapacity NOTE Confidence: 0.850039605 00:07:01.188 --> 00:07:02.880 for Young's financial benefit. NOTE Confidence: 0.772343638333333 00:07:03.140 --> 00:07:04.526 They won't let me in then, NOTE Confidence: 0.772343638333333 00:07:04.530 --> 00:07:05.520 I'm saying, I want to see NOTE Confidence: 0.772343638333333 00:07:05.520 --> 00:07:06.780 my mom and my mom's crying. NOTE Confidence: 0.772343638333333 00:07:06.780 --> 00:07:07.590 I want to see my daughter. NOTE Confidence: 0.772343638333333 00:07:07.590 --> 00:07:08.850 I want to see my diamond NOTE Confidence: 0.772343638333333 00:07:08.850 --> 00:07:09.480 was so heartbreaking. NOTE Confidence: 0.865137570476191 00:07:09.510 --> 00:07:11.510 The doctor can also play a role in NOTE Confidence: 0.865137570476191 00:07:11.510 --> 00:07:13.611 how often a family gets to see the NOTE Confidence: 0.865137570476191 00:07:13.611 --> 00:07:15.610 person who's under a conservatorship. NOTE Confidence: 0.865137570476191 00:07:15.610 --> 00:07:16.708 Mom, it's Julie. NOTE Confidence: 0.865137570476191 00:07:16.708 --> 00:07:18.538 Last episode we introduced you NOTE Confidence: 0.865137570476191 00:07:18.538 --> 00:07:21.175 to Julie Doherty and her family's NOTE Confidence: 0.865137570476191 00:07:21.175 --> 00:07:23.465 visitation schedule with their mother. NOTE Confidence: 0.865137570476191 00:07:23.470 --> 00:07:26.060 It was a similar story for Catherine. NOTE Confidence: 0.865137570476191 00:07:26.060 --> 00:07:28.220 Both had visitation enforced following the NOTE Confidence: 0.865137570476191 00:07:28.220 --> 00:07:30.390 recommendation of a medical professional. NOTE Confidence: 0.865137570476191 00:07:30.390 --> 00:07:32.385 Court documents show a nurse who had NOTE Confidence: 0.865137570476191 00:07:32.385 --> 00:07:34.744 worked with Young in at least three cases NOTE Confidence: 0.865137570476191 00:07:34.744 --> 00:07:36.620 was used to evaluate Catherines mother. NOTE Confidence: 0.8472075075 00:07:36.650 --> 00:07:39.539 They were trying to say that I was presenting NOTE Confidence: 0.8472075075 00:07:39.539 --> 00:07:42.256 a a tense environment for my mother, NOTE Confidence: 0.870269229230769 00:07:42.290 --> 00:07:43.886 neighbors at the family who had NOTE Confidence: 0.870269229230769 00:07:43.886 --> 00:07:46.004 known them for over 30 years wrote a NOTE Confidence: 0.870269229230769 00:07:46.004 --> 00:07:47.916 letter to the court saying they found NOTE Confidence: 0.870269229230769 00:07:47.916 --> 00:07:49.696 the allegations of abuse unfounded. NOTE Confidence: 0.870269229230769 00:07:49.700 --> 00:07:52.416 In false, noting Catherine and her mother's NOTE Confidence: 0.870269229230769 00:07:52.416 --> 00:07:54.340 relationship had always been loving, NOTE Confidence: 0.870269229230769 00:07:54.340 --> 00:07:56.492 but following the evaluation, NOTE Confidence: 0.870269229230769 00:07:56.492 --> 00:07:58.106 visitation was enforced NOTE Confidence: 0.780482746666667 00:07:58.140 --> 00:08:00.310 an hour, an hour a day. Catherine NOTE Confidence: 0.9060331425 00:08:00.320 --> 00:08:03.048 wasn't OK with limited access to her mother, NOTE Confidence: 0.841186556666667 00:08:03.080 --> 00:08:05.792 and so my last days with my mom NOTE Confidence: 0.841186556666667 00:08:05.792 --> 00:08:08.090 or spot in court. Isolation NOTE Confidence: 0.89744797 00:08:08.100 --> 00:08:10.340 is a pattern found in multiple studies, NOTE Confidence: 0.89744797 00:08:10.340 --> 00:08:12.250 including those conducted by the NOTE Confidence: 0.89744797 00:08:12.250 --> 00:08:13.396 Government Accountability Office, NOTE Confidence: 0.89744797 00:08:13.400 --> 00:08:15.356 an National Center for state courts. NOTE Confidence: 0.89744797 00:08:15.360 --> 00:08:18.036 The latter found some persons under NOTE Confidence: 0.89744797 00:08:18.040 --> 00:08:19.114 Conservatorship's were isolated NOTE Confidence: 0.89744797 00:08:19.114 --> 00:08:21.080 from their families. And neglected NOTE Confidence: 0.90140198125 00:08:21.110 --> 00:08:23.366 from what I've seen, the very best way NOTE Confidence: 0.90140198125 00:08:23.370 --> 00:08:25.152 to keep those billable hours running NOTE Confidence: 0.90140198125 00:08:25.152 --> 00:08:27.438 up is to isolate the conservatee. NOTE Confidence: 0.90140198125 00:08:27.440 --> 00:08:29.332 Because if your mom is taken away and NOTE Confidence: 0.90140198125 00:08:29.332 --> 00:08:30.980 you're not even allowed to see her, NOTE Confidence: 0.90140198125 00:08:30.980 --> 00:08:32.932 you are going to keep fighting and NOTE Confidence: 0.90140198125 00:08:32.932 --> 00:08:34.562 fighting and fighting with everything NOTE Confidence: 0.90140198125 00:08:34.562 --> 00:08:36.568 you have down to your last penny. NOTE Confidence: 0.90140198125 00:08:36.570 --> 00:08:37.711 Trying to get to see your mom NOTE Confidence: 0.90140198125 00:08:37.711 --> 00:08:38.848 and trying to protect your mom NOTE Confidence: 0.853070531666667 00:08:38.880 --> 00:08:40.926 when we asked young about visitation, NOTE Confidence: 0.853070531666667 00:08:40.930 --> 00:08:43.322 she said the health and safety of her NOTE Confidence: 0.853070531666667 00:08:43.322 --> 00:08:45.520 clients are her primary concern and NOTE Confidence: 0.853070531666667 00:08:45.520 --> 00:08:47.440 that she follows the recommendations NOTE Confidence: 0.853070531666667 00:08:47.440 --> 00:08:49.358 of doctors in court orders. NOTE Confidence: 0.853070531666667 00:08:49.360 --> 00:08:51.120 Conservatory's have the ability to NOTE Confidence: 0.853070531666667 00:08:51.120 --> 00:08:52.880 determine where their conservatives live. NOTE Confidence: 0.853070531666667 00:08:52.880 --> 00:08:54.300 And who takes care of them? NOTE Confidence: 0.853070531666667 00:08:54.300 --> 00:08:56.844 A pattern we found in documents from the NOTE Confidence: 0.853070531666667 00:08:56.844 --> 00:08:58.854 Professional Fiduciary Bureau was multiple NOTE Confidence: 0.853070531666667 00:08:58.854 --> 00:09:00.863 fiduciaries hiring people that would NOTE Confidence: 0.853070531666667 00:09:00.863 --> 00:09:02.728 benefit from these services themselves, NOTE Confidence: 0.853070531666667 00:09:02.730 --> 00:09:03.975 not the client. NOTE Confidence: 0.853070531666667 00:09:03.975 --> 00:09:06.050 These documents reveal fiduciary Michael. NOTE Confidence: 0.853070531666667 00:09:06.050 --> 00:09:07.634 Patrick Cunningham hired his NOTE Confidence: 0.853070531666667 00:09:07.634 --> 00:09:09.614 future son in Law's caregiver, NOTE Confidence: 0.853070531666667 00:09:09.620 --> 00:09:11.572 but wrote in the agreement that the Son NOTE Confidence: 0.853070531666667 00:09:11.572 --> 00:09:13.745 in law would not pick up the client if NOTE Confidence: 0.853070531666667 00:09:13.745 --> 00:09:16.036 they fell or help in any medical capacity. NOTE Confidence: 0.853070531666667 00:09:16.040 --> 00:09:17.090 Fiduciary Donna Kelley, NOTE Confidence: 0.853070531666667 00:09:17.090 --> 00:09:19.121 here in Sacramento, did not hire NOTE Confidence: 0.853070531666667 00:09:19.121 --> 00:09:21.083 a license agency to provide care, NOTE Confidence: 0.853070531666667 00:09:21.090 --> 00:09:22.950 but instead hired her brother. NOTE Confidence: 0.853070531666667 00:09:22.950 --> 00:09:24.282 And office staff member, NOTE Confidence: 0.853070531666667 00:09:24.282 --> 00:09:26.280 both of whom had no previous NOTE Confidence: 0.853070531666667 00:09:26.351 --> 00:09:28.427 caregiving or companion training. NOTE Confidence: 0.853070531666667 00:09:28.430 --> 00:09:30.554 Professional caregivers also benefit NOTE Confidence: 0.853070531666667 00:09:30.554 --> 00:09:33.209 from this $13 billion industry. NOTE Confidence: 0.853070531666667 00:09:33.210 --> 00:09:35.170 It's something Jim attest to NOTE Confidence: 0.796180652222222 00:09:35.200 --> 00:09:37.255 after I finished my stint NOTE Confidence: 0.796180652222222 00:09:37.255 --> 00:09:38.899 as a probate investigator, NOTE Confidence: 0.796180652222222 00:09:38.900 --> 00:09:42.540 I opened up care homes and in my NOTE Confidence: 0.796180652222222 00:09:42.540 --> 00:09:45.044 relationship with Carol in was NOTE Confidence: 0.796180652222222 00:09:45.044 --> 00:09:47.544 very beneficial to my business. NOTE Confidence: 0.796180652222222 00:09:47.550 --> 00:09:50.366 Growing Carolines proportionally was NOTE Confidence: 0.796180652222222 00:09:50.366 --> 00:09:53.220 probably 70% of the clients there, but Jim NOTE Confidence: 0.877315817777778 00:09:53.230 --> 00:09:55.678 said he saw some concerns arise NOTE Confidence: 0.877315817777778 00:09:55.678 --> 00:09:57.080 around certain actions. Where NOTE Confidence: 0.862983427 00:09:57.090 --> 00:10:00.534 it got tricky was that Karolyn wanted NOTE Confidence: 0.862983427 00:10:00.534 --> 00:10:04.826 us to have our employees oversee the NOTE Confidence: 0.862983427 00:10:04.826 --> 00:10:08.211 conversations with the daughter that NOTE Confidence: 0.862983427 00:10:08.211 --> 00:10:10.810 was allegedly creating problems. NOTE Confidence: 0.853825793636364 00:10:10.840 --> 00:10:12.994 We asked Young about instructing employees NOTE Confidence: 0.853825793636364 00:10:12.994 --> 00:10:14.860 to monitor family member visits. NOTE Confidence: 0.853825793636364 00:10:14.860 --> 00:10:17.170 Young responded, saying in her 35 NOTE Confidence: 0.853825793636364 00:10:17.170 --> 00:10:19.040 years as a professional fiduciary. NOTE Confidence: 0.853825793636364 00:10:19.040 --> 00:10:20.586 This is a Kurd only once, NOTE Confidence: 0.853825793636364 00:10:20.586 --> 00:10:22.455 noting it was the result of a NOTE Confidence: 0.853825793636364 00:10:22.455 --> 00:10:24.296 court order monitored visitation NOTE Confidence: 0.853825793636364 00:10:24.296 --> 00:10:26.600 can lead to another pattern, NOTE Confidence: 0.853825793636364 00:10:26.600 --> 00:10:27.675 depletion of a state. NOTE Confidence: 0.853825793636364 00:10:27.675 --> 00:10:30.165 My mother had to pay to see her own children. NOTE Confidence: 0.853825793636364 00:10:30.165 --> 00:10:32.320 Caregiving expenses are pricey by themselves, NOTE Confidence: 0.853825793636364 00:10:32.320 --> 00:10:34.520 but when you add on costs like monitoring, NOTE Confidence: 0.853825793636364 00:10:34.520 --> 00:10:35.645 it adds up. NOTE Confidence: 0.853825793636364 00:10:35.645 --> 00:10:36.809 According to Carolyn Young's NOTE Confidence: 0.853825793636364 00:10:36.809 --> 00:10:38.384 letter from four years ago, NOTE Confidence: 0.853825793636364 00:10:38.384 --> 00:10:40.086 it stated that everyone's visits, NOTE Confidence: 0.853825793636364 00:10:40.086 --> 00:10:40.349 including NOTE Confidence: 0.878861898 00:10:40.360 --> 00:10:41.770 neighbors and friends, would have NOTE Confidence: 0.878861898 00:10:41.770 --> 00:10:43.450 to be supervised and monitored, and NOTE Confidence: 0.873141441 00:10:43.460 --> 00:10:44.216 then my mother's estate NOTE Confidence: 0.873141441 00:10:44.216 --> 00:10:45.350 would have to pay for that, NOTE Confidence: 0.873141441 00:10:45.350 --> 00:10:47.750 which also created more isolation. NOTE Confidence: 0.873141441 00:10:47.750 --> 00:10:49.278 Jim says when he expressed unease NOTE Confidence: 0.873141441 00:10:49.278 --> 00:10:51.130 about the stewardship of Carolyn NOTE Confidence: 0.873141441 00:10:51.130 --> 00:10:52.710 M Young fiduciary services, NOTE Confidence: 0.873141441 00:10:52.710 --> 00:10:54.324 it was the beginning of the NOTE Confidence: 0.873141441 00:10:54.324 --> 00:10:55.550 end of his business. The NOTE Confidence: 0.88587572625 00:10:55.560 --> 00:10:57.736 gloves were off if they brought me in. NOTE Confidence: 0.88587572625 00:10:57.740 --> 00:10:59.530 They can Take Me Out. NOTE Confidence: 0.88587572625 00:10:59.530 --> 00:11:01.215 It's going to be OK that NOTE Confidence: 0.88587572625 00:11:01.215 --> 00:11:02.726 somebody else is fiduciary. NOTE Confidence: 0.88587572625 00:11:02.726 --> 00:11:04.586 You've got a good fiduciary, NOTE Confidence: 0.924893031666667 00:11:04.600 --> 00:11:06.570 so don't you worry about it, OK? NOTE Confidence: 0.6324021 00:11:09.220 --> 00:11:11.384 Should be leaving Jim says Young NOTE Confidence: 0.6324021 00:11:11.384 --> 00:11:13.498 gave 30 days notice and then pulled NOTE Confidence: 0.6324021 00:11:13.498 --> 00:11:15.462 all of her conservatives out of NOTE Confidence: 0.6324021 00:11:15.462 --> 00:11:17.670 Jim's home 10 days before Christmas NOTE Confidence: 0.839197504444444 00:11:17.710 --> 00:11:20.980 to see them shuffling out the NOTE Confidence: 0.839197504444444 00:11:20.980 --> 00:11:22.615 confusion and disorientation. NOTE Confidence: 0.839197504444444 00:11:22.620 --> 00:11:24.560 Why are we leaving? NOTE Confidence: 0.839197504444444 00:11:24.560 --> 00:11:27.470 Why do we have to go? NOTE Confidence: 0.839197504444444 00:11:27.470 --> 00:11:29.143 Let me introduce you NOTE Confidence: 0.839197504444444 00:11:29.143 --> 00:11:31.027 to Caroline Young and. NOTE Confidence: 0.839197504444444 00:11:31.030 --> 00:11:32.535 The folks that are here to NOTE Confidence: 0.839197504444444 00:11:32.535 --> 00:11:34.760 move all of these people before NOTE Confidence: 0.883429051538461 00:11:34.770 --> 00:11:36.003 Christmas Young responded, NOTE Confidence: 0.883429051538461 00:11:36.003 --> 00:11:38.058 in part saying she removed NOTE Confidence: 0.883429051538461 00:11:38.058 --> 00:11:40.030 her clients for their safety. NOTE Confidence: 0.883429051538461 00:11:40.030 --> 00:11:42.208 After she became aware that Jim NOTE Confidence: 0.883429051538461 00:11:42.208 --> 00:11:43.660 had serious financial issues, NOTE Confidence: 0.883429051538461 00:11:43.660 --> 00:11:45.512 she said shortly thereafter, NOTE Confidence: 0.883429051538461 00:11:45.512 --> 00:11:47.364 Jim filed for bankruptcy, NOTE Confidence: 0.883429051538461 00:11:47.370 --> 00:11:49.104 but Jim says it was the NOTE Confidence: 0.883429051538461 00:11:49.104 --> 00:11:50.612 removal of Young's clients that NOTE Confidence: 0.883429051538461 00:11:50.612 --> 00:11:52.346 caused him to close his doors, NOTE Confidence: 0.883429051538461 00:11:52.350 --> 00:11:54.870 then file for bankruptcy 2 weeks later. NOTE Confidence: 0.855980869375 00:11:54.970 --> 00:11:56.754 If I had known. NOTE Confidence: 0.855980869375 00:11:56.754 --> 00:11:59.430 That I would see the consequences NOTE Confidence: 0.855980869375 00:11:59.524 --> 00:12:02.620 of these people being marched out. NOTE Confidence: 0.855980869375 00:12:02.620 --> 00:12:03.580 I wouldn't have raced it. NOTE Confidence: 0.855980869375 00:12:03.580 --> 00:12:05.488 I would have stayed in line. NOTE Confidence: 0.855980869375 00:12:05.490 --> 00:12:08.850 I can't get rid of those images NOTE Confidence: 0.855980869375 00:12:08.850 --> 00:12:12.860 of the true victims that suffered. NOTE Confidence: 0.855980869375 00:12:12.860 --> 00:12:14.010 I think that a red NOTE Confidence: 0.887724508888889 00:12:14.020 --> 00:12:15.980 flag for a conservator is NOTE Confidence: 0.887724508888889 00:12:15.980 --> 00:12:17.548 someone who somehow feels NOTE Confidence: 0.910398558571429 00:12:17.560 --> 00:12:20.024 at once they're in control of this NOTE Confidence: 0.910398558571429 00:12:20.024 --> 00:12:22.609 person that they are in total control, NOTE Confidence: 0.821177854166667 00:12:22.710 --> 00:12:24.622 but the other red flag for Hacker did NOTE Confidence: 0.821177854166667 00:12:24.622 --> 00:12:26.750 is the Conservatory disappearing. I NOTE Confidence: 0.907059375555555 00:12:26.760 --> 00:12:28.420 can think of many times NOTE Confidence: 0.907059375555555 00:12:28.420 --> 00:12:29.748 that people finally say. NOTE Confidence: 0.907059375555555 00:12:29.750 --> 00:12:31.556 I'm going to go to that NOTE Confidence: 0.907059375555555 00:12:31.560 --> 00:12:32.606 Conservatore's office since NOTE Confidence: 0.907059375555555 00:12:32.606 --> 00:12:34.886 they won't return my call NOTE Confidence: 0.855150632777778 00:12:34.920 --> 00:12:36.216 difficulty in reaching fiduciaries NOTE Confidence: 0.855150632777778 00:12:36.216 --> 00:12:38.160 is named in studies and found NOTE Confidence: 0.855150632777778 00:12:38.212 --> 00:12:40.047 in court documents from the NOTE Confidence: 0.855150632777778 00:12:40.047 --> 00:12:41.148 Professional Fiduciary Bureau, NOTE Confidence: 0.855150632777778 00:12:41.150 --> 00:12:42.518 including filings about NOTE Confidence: 0.855150632777778 00:12:42.518 --> 00:12:43.886 fiduciary Ronald Bradley. NOTE Confidence: 0.855150632777778 00:12:43.890 --> 00:12:46.050 Ohland, whose license was revoked, NOTE Confidence: 0.855150632777778 00:12:46.050 --> 00:12:47.265 saying they were hard to NOTE Confidence: 0.855150632777778 00:12:47.265 --> 00:12:48.970 reach in how to full mailbox. NOTE Confidence: 0.855150632777778 00:12:48.970 --> 00:12:50.848 It was something gave Myers experience NOTE Confidence: 0.855150632777778 00:12:50.848 --> 00:12:53.010 as a client a fiduciary acal NOTE Confidence: 0.753894141111111 00:12:53.040 --> 00:12:54.924 when we first heard her issues NOTE Confidence: 0.753894141111111 00:12:54.924 --> 00:12:57.292 began to arise. The ability for NOTE Confidence: 0.753894141111111 00:12:57.292 --> 00:13:00.136 me to make contact with her. NOTE Confidence: 0.753894141111111 00:13:00.140 --> 00:13:02.429 Became extremely strained NOTE Confidence: 0.80863657 00:13:02.440 --> 00:13:03.880 documents from the Professional NOTE Confidence: 0.80863657 00:13:03.880 --> 00:13:04.960 Fiduciary Bureau reveal. NOTE Confidence: 0.80863657 00:13:04.960 --> 00:13:06.969 AKEL failed to maintain a system of NOTE Confidence: 0.80863657 00:13:06.969 --> 00:13:08.810 checks and balances as well as failed NOTE Confidence: 0.80863657 00:13:08.810 --> 00:13:10.610 to pay several bills for a client. NOTE Confidence: 0.80863657 00:13:10.610 --> 00:13:12.060 We reached out to account. NOTE Confidence: 0.80863657 00:13:12.060 --> 00:13:14.205 She declined to answer our questions, NOTE Confidence: 0.80863657 00:13:14.205 --> 00:13:16.190 being unable to reach fiduciary young NOTE Confidence: 0.80863657 00:13:16.190 --> 00:13:18.320 is something that haunts Jamie, NOTE Confidence: 0.836939234 00:13:19.220 --> 00:13:20.363 so the next day I went to see it NOTE Confidence: 0.836939234 00:13:20.363 --> 00:13:21.501 with Care Home and they said, well, NOTE Confidence: 0.836939234 00:13:21.501 --> 00:13:22.802 he was in the hospital last night. NOTE Confidence: 0.836939234 00:13:22.802 --> 00:13:25.100 I said, Oh my God, you know nobody even let NOTE Confidence: 0.891614757857143 00:13:25.110 --> 00:13:27.006 me know anything. But she says when she NOTE Confidence: 0.891614757857143 00:13:27.006 --> 00:13:28.527 called Young to discuss his health, NOTE Confidence: 0.6337337375 00:13:28.540 --> 00:13:29.768 kept calendar and calendar. NOTE Confidence: 0.907047875555556 00:13:30.240 --> 00:13:32.805 You know and. I couldn't get ahold of her NOTE Confidence: 0.851823926666667 00:13:32.900 --> 00:13:35.150 and when her dad's condition worsened NOTE Confidence: 0.8605418825 00:13:35.220 --> 00:13:39.603 the doctor, he said. I'm going to NOTE Confidence: 0.8605418825 00:13:39.603 --> 00:13:41.229 put the breathing machine on and NOTE Confidence: 0.8605418825 00:13:41.229 --> 00:13:43.480 I said please don't do that. Jimmy NOTE Confidence: 0.860959651428571 00:13:43.490 --> 00:13:45.898 says her father didn't want life support NOTE Confidence: 0.882694154166667 00:13:45.940 --> 00:13:47.319 and he said do you have the NOTE Confidence: 0.882694154166667 00:13:47.319 --> 00:13:48.309 authority to tell me that? NOTE Confidence: 0.882694154166667 00:13:48.310 --> 00:13:49.808 And the legal authority to tell me? NOTE Confidence: 0.882694154166667 00:13:49.810 --> 00:13:51.626 Then I said I don't think so. NOTE Confidence: 0.882694154166667 00:13:51.630 --> 00:13:53.260 So he did it after NOTE Confidence: 0.79559934 00:13:53.270 --> 00:13:55.190 Young took over his conservatore, NOTE Confidence: 0.79559934 00:13:55.190 --> 00:13:58.094 Jimmy didn't know what power she still had. NOTE Confidence: 0.799429788888889 00:13:58.150 --> 00:13:59.160 'cause I was under the NOTE Confidence: 0.799429788888889 00:13:59.160 --> 00:13:59.968 impression she had it. NOTE Confidence: 0.799429788888889 00:13:59.970 --> 00:14:01.476 That's what I was led to NOTE Confidence: 0.799429788888889 00:14:01.476 --> 00:14:02.229 believe very strongly. NOTE Confidence: 0.799429788888889 00:14:02.230 --> 00:14:03.015 You don't have nothing to NOTE Confidence: 0.799429788888889 00:14:03.015 --> 00:14:03.800 say about your dad now. NOTE Confidence: 0.861592046363636 00:14:03.830 --> 00:14:05.760 Young responded in part saying NOTE Confidence: 0.861592046363636 00:14:05.760 --> 00:14:07.690 there's no factual basis for NOTE Confidence: 0.861592046363636 00:14:07.758 --> 00:14:08.790 Miss Lambourne's accusation. NOTE Confidence: 0.861592046363636 00:14:08.790 --> 00:14:10.715 That Young's attorney advised her NOTE Confidence: 0.861592046363636 00:14:10.715 --> 00:14:12.648 the decision was left to Jamie, NOTE Confidence: 0.861592046363636 00:14:12.650 --> 00:14:13.878 but Jamie says that NOTE Confidence: 0.877513198 00:14:13.890 --> 00:14:15.340 wasn't made aware to her NOTE Confidence: 0.80999709 00:14:15.370 --> 00:14:17.610 made me cry, I said. NOTE Confidence: 0.80999709 00:14:17.610 --> 00:14:19.437 Why didn't somebody tell me about I NOTE Confidence: 0.9119438625 00:14:19.450 --> 00:14:20.598 was just so upset? NOTE Confidence: 0.85969395 00:14:20.630 --> 00:14:21.638 I was so upset?