Thursday, September 16, 2021

Valle Egypt - Personal Story, Case Study


Kristin Hetzer
has served as principal of Rolling Hills East, California’s Royal Palms Capital since 2005. In addition to her experience as a senior investment management executive, Kristin Hetzer is the author of the book Valle Egypt.

Released in 2020 by Covenant Books, Valle Egypt uses personal family details as a springboard for providing awareness and education on the subject of financial elder abuse. This highly emotional story includes the loss of a farm that had been in the family for 60 years.

Valle Egypt also serves as a legal case study with important components such as the waning mental capacity of an elderly parent, the questionable influence of that parent’s children, and the dereliction of fiduciary responsibilities on the behalf of legal trustees.

To help readers avoid many of the problems that it outlines in its narrative and case study, Valle Egypt provides them with an informative, preparatory tool kit. This tool kit helps readers navigate tricky issues of fiduciary duty and mental capacity through preventive measures such as estate planning and legal trusts.