Products tagged with 'will contest'

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.

Get familiar with the process outlined in the Probate Code, including claims notice, filing claims, processing claims, late claims, contested claims, personal representative’s claims, and more.

Learn why an increasing number of estate plans include mandatory arbitration provisions that require fiduciaries and beneficiaries to submit all disputes to arbitration and how to handle those provisions. Understand why no-contest clauses are more frequently being included and expanded to limit the beneficiaries’ ability to challenge estate planning documents.