linda
Phoenix,#2Consumer Comment
Fri, August 23, 2019
What baffles me is the free will this "so-called Fiduciary still has, to engage in behavior, violating code after code. If further concerns me that it is so transparent, yet a letter of reprimand is the only form of discipline cited.
I have had and still tied with Greg DoVico as the court-appointed trustee to my mother's trust. Delay tactics are the only consistency used here to enable the monthly fees that have a huge fluctuation from 1,500 up to 35,000 every month. I ve ask several times for an explanation. This is info I received. ZERO, not one single phone call was returned, nor answered. How is it possible to have my best interest at hand over anything when this trustee refuses to acknowledge mt existence!!
He is obviously in violations, this is public information, to fight this is a vicious circle.
Bob
Albuquerque,#3Author of original report
Thu, July 12, 2007
NEWS FLASH! In a Decision by the Court of Appeals, State of Arizona, Division One, signed by Lawrence F. Winthrop, Presiding Judge (1 CA-CV 06-0152) dated March 29, 2007, the Court confirmed that, in a proceeding before the Fiduciary Certification Program, SFI defended the proceeding before the Program as a certified private fiduciary member, not as a personal representative. SFIs expenses and fees incurred solely in the proceedings before the Fiduciary Certification Program were not chargeable to the estate. Further, a subsequent MOTION FOR RECONSIDERATION protesting this decision, was specifically denied by Presiding Judge Lawrence F. Winthrop and Judges Susan A. Ehrlich and Sheldon H. Weisberg. Further, the Court stated, ...SFI has not cited, and we have not found, any authority for a private fiduciary to charge to an estate attorneys fees incurred in defending a complaint to the Program, even though the conduct at issue in the Program proceeding concerned the fiduciarys handling of the estate. In the Conclusion of the Decision, the Court reiterated, SFIs expenses and fees incurred solely in the proceedings before the Fidiciary Certification Program are not chargable to the estate. In other words, It is illegal for Southwest Fiduciary, Inc. to charge an estate to defend themselves against a complaint filed with the Arizona Fiduciary Certification Program!