What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
Brett M. Dale, Huck Bouma P.C., Wheaton
Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.