Chapter 23 - THE TRUST AUDIT
Northstar Fiduciary? No—the Lawson trust used Evergreen Trust Company.
Evergreen audited eighteen months.
Judith billed:
$86,000.
Supported legitimate care value:
Approximately $18,500.
Clearly unsupported:
$49,000.
Remaining disputed.
Dustin requested housing and behavioral reimbursements based partly on exaggerated provider reports.
Total questioned payments:
$132,000.
Evergreen’s controls failed too.
Its insurer became involved.
Judith and Dustin faced repayment.
Their future access ended.
I became family liaison only after independent review and training.
I asked Evergreen:
“Can I just leave the money alone?”
May you like
Mostly.
Good.
