A Matter of Trust: Sisters Divided Over Aunt’s New Estate Plan

Attorney Schomer was a featured expert on the nationally syndicated Dr. Phil Show. The episode concerned allegations of manipulation of a family member to obtain an inheritance.  The guests included four nieces, Pat, Linda, Barbara and Carol, who were beneficiaries under their Aunt Virginia’s estate plan. Under Aunt Virginia’s original estate plan, three of the nieces were to receive $10,000 each with the large balance designated for the youngest sister Carol. In the last years of her life, Linda encouraged Aunt Virginia to relocate and shortly thereafter, the estate plan was changed to include Linda’s children and significantly reduce the gift left for Carol.  Click here to learn more about how Dr. Phil worked with the family to resolve the issue.

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Scott Schomer, Estate Planning Attorney

A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Scott has served as a member of the Los Angeles Superior Court Probate Volunteer Panel (PVP Attorney), Probate Settlement Panel and a Judge Pro Tempore. Scott's expertise has been recognized by his peers with such accolades as a life-time membership in the Multi-Million Dollar Advocates Forum, the Five Star Wealth Manager designation, and repeated nominations as California Super Lawyer.

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