-My father & mother, Paul G Stein & Ann Stein amassed a massive estate thru working with investment advisor Tony Beadel.
-They told me in 2001 that my sister, Sue ( who died Sept 2017 of suspicious circumstances at age 60) had a trust in her name with $200,000 & my niece Mary Ann would receive 50 % each the remainder. They began gifting a small amount twice a year to avoid the estate tax burden.
-David A. Weber with Law Firm Mawicke Goisman wrote my parent’s first trusts in 2004 for my parent.
-In 2010 Weber & co., rewrote a very suspicious trust documents when my parents were in a zenith of duress. My mother was extremely ill. My father fell & hit his head exacerbating his long term paranoia & dementia setting in & panicked. These Trust documents from 2010 onward created the trusts giving David Weber & Mawicke Goisman complete ownership with no accountability or 3rd person oversight. There were more & more rewrite tis March 24th, 2017 when Weber says that my incapacitated father resigned as co-trustee leaving Weber as the sole trustee of my father & mother;s trusts. Of most concern is my father’s revocable trust which Weber constructed with my father as the sole beneficiary of his own trust thereby blocking rights of all potential beneficiaries for information, documents, or absolutely any legal rights to insist Weber take fiduciary responsibility.
-In 2013, my mother passed away. No one was shown the will. My father sold items that were listed to go to family & friends in an auction. We saw nothing of my mothers inheritance. The redacted this from the will they provided finally on May 8, 2017.
-On 12/1/16 my father was deemed incapacitated for Health Decisions & the Healthcare Power of Attorney was activated.
-I asked Weber what he was doing to protect my fathers estate now. My father was exhibiting alarmingly unhinged & irresponsible behavior with his money. He had been unhinged for years. But, now it was over the top & undeniable. Weber said nothing needed to be done.
-My father did not send the annual gift in Jan 2017. I was fighting lyme disease…a severe neurodegenerative disease. I asked Weber if he could provide the normal gift to help pay my medical bills. Nothing more. Weber said there was nothing he could do. I accepted his answer. A friend said this was wrong.
-I spoke with my friends estate lawyer. He said it didn’t sound right.
-We went to the incapacitating doctors on feb 22, 2017 & asked if they meant to include financial incapacitation. One was out of town & the PA that sat in on the incapacitation said yes. And the cancer doctor that initiated the health incapacitation agreed it was meant to include financial incapacitation.
-Weber refused to take fiduciary responsibility or have my father sign successor trustee papers on March 7th as he had agreed to. He said “yes to Ron Pearson. My LA lawyer with Loeb & Loeb. Then Weber did a rouge pivot saying that my father was competent. It was a ruse.
-Weber met with the executive director at Tudor Oaks, shanna Eckberg. She told me that Weber was trying to draw the Senior Living Facility staff into this. I believe he already had drawn them & had them misrepresent my father competence in their medical records denying his incompetence & various alarming events.
-Weber got in the dialogue with the doctors without a legal medical release blocking the financial incapacitation between February 22, 2017 & May 25th 2017 when we took Weber to court after 2 more psych exams in May 2017. The court deemed my father incompetent. Weber finally “sort of ” took fiduciary responsibility….but kept unloading money from my fathers estate & changing trusts. A lot of frantic activity was going on with my father. Weber had lied to my dad telling him that I was trying to take over his estate. I was trying to get it placed in a corporate trust with 3rd person oversight when Weber was acting so odd & evading taking fiduciary responsibility.
-On April 27, 2017, Weber showed up with Eric Maasen & Nate Imfeld from Foley Lardner, a huge law firm, who said I am not a beneficiary & have no standing to remove Weber as Trustee & place it in a corporate guardianship.
-In the Guardianship hearing on May 25th, they coopted protective services & recommended that the HPOA be taken away from me & placed my father in a corporate guardianship to gain complete control. Instead I got “Guardianship of Person” but the judge never let me address Weber’s malfeasance. Nothing was voiced about his alarming lying and manipulation.
-On June 14, 2017, Attorney Welcenbach (who Weber contacted directly before even being served…instead of going thru his lawyers at Foley Lardner) petitioned on my behalf for a hearing to take place to remove Weber & that was wholly a ruse by my lawyer, Welcenbach was coopted by Weber. Various incidents support this.
-Judge Bugenhagen on May 25th ruled that my court costs be repaid for the Guardianship hearing. Mawicke Goisman, Foley Lardner, Weber & Welcenbach pulled a sleight of hand where out of $16,500 I was repaid $772. They repaid me nothing of my “reasonable expenses” for my Healthcare Power of Attorney & Guardianship efforts. And, with the court having to be involved it’s been sizable. Not a dime repaid.
-My father’s cable TV was shut off for non-payment by Weber. Now it’s been turned on again thanks to Tudor Oaks. My father’s transportation bill was unpaid Sept 2017-mid January 2018. Rent a Daughter called to say they would no longer be able to transport my father to the doctor. Three times I had to reschedule my father’s doctors appointments in January.
-August 8th there was a hearing about weber’s petition to dismiss my petition to remove him as trustee. Foley Lardner requested to brief my standing. Judge Bugenhagen agreed. Basically, this is to prove I had no rights to demand anything as regards my father’s estate or Weber. I had fired Welcenbach for his pollution with Weber. Keith Bruett with Quarrels & Brady came on as my lawyer serving only to facilitate Weber & Foley Lardners agenda.
-Keith Bruett never organized a retainer from me or a signed contract. He told me after the August 8th hearing where he met me at Starbucks after meeting with Foley Lardner….that Weber is a good longtime friend of my father’s and never charges my father of his trust services…Both lies. He is an employee. I saw canceled receipts & Foley Lardner documents Webers fees in a letter to my lawyers on May 8th. So, Bruett says that if a “friend” of my father’s tells my father that his kids should make their own money & inherit nothing. That there is no basis to bring a lawsuit.
-Bruett did nothing to recoup my “reasonable expenses’, court fees, or get funding from Weber requested by me for a medical device approved by Dr. Mathewson to help remediate my fathers health conditions.
-I requested an accounting. Foley Lardner with Keith Bruett chose Cathy Preibe to do the accounting. She was approved by Judge Bugenhagen. It was a ruse & insufficient accounting. They had Weber & Mawicke Goisman thru Foley Lardner simply supply the documents he chose. Cathy Preibe simply crunched the numbers. I requested thru my lawyer at the time, Keith Bruett, the accounting be done off an asset search with documents pulled directly from the banks & brokerage firms & the IRS. A true & sufficient accounting was never done. Their accounting was used to vindicate Weber & argue that he is doing his job and there is nothing to hide. We did an asset search & there are multiple accounts out of state hidden under maximum maximum security. Impossible to get the numbers.Highly suspicious. When the case was dismissed by Bugenhagen on Feb 28th. I spoke tho the accountant afterwards who I asked why she did not do a true & sufficient accounting…She said “If I requested one…she would have done it. But, it’s too late. I did request it thru Keith Bruett. She shrugged her shoulders & walked away.All sleight of hand again.
-Bruett quit November 19th. On December 19th I received the brief that Foley Lardner slam thru to the judge after working on it for 4 months with an army of lawyers. I was supposed to respond with a brief by January 9th over the holidays with no lawyer. They motioned to dismiss the case. I organized and wrote a brief on my standing with the help of a paralegal & met the January 9th deadline using it to expose Weber & friends corruption. We met the deadline.
-I hired lawyer Michael Kilkenny to assist with the case, response briefs, and hearing on standing on February 28th. Again they motioned to dismiss the case within their brief…I’m not sure if Michael Kilkenny is just green, incompetent or influenced…or if it was that Foley Lardner influenced & manipulated the judge. Most likely both. There were balls dropped.
-Foley called lawyer Kilkenny & said Weber would step down as trustee if we signed a release. Kilkenny said we are willing to release Weber from a bit of negligence but not intentional acts or estate theft. Eric Maasen said, “The we have nothing to talk about”. So, we know there is theft, tort & malfeasance as a fact.
-The case was dismissed by Judge Bugenhagen on Feb 28th, 2017.
-I am extremely ill and need surgery & have been sidetracked by that this past month & especially this week.
-I want to appeal. We only have 20 days to do this. I only have 14 days left. I don’t know who to turn to because I don’t think my lawyer Michael Kilkenny has the legs to do the job. I have no one else at this time Foley Lardner & Weber have done a smear campaign on me painting me to all the local lawyers as a nuisance case, It is far from that. It is major estate theft. To the end of the smear campaign…they laced into their argument a false narrative about me & the action motivating me the petition to remove Weber. They had the brief where I outed Weber & his law firm sealed from public view.
-More info has come out since revealing fraud. Along with collusion with Weber on the part of Tudor Oaks, Froedert & doctors…and the use of undue influence & duress to get my father to sign away the majority of his estate at the hands of Weber.