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estate administration Archives

Medical records and undue influence

Do you think that undue influence caused a parent to create a will or estate plan that didn't actually go along with what he or she would have wanted? If so, one thing to carefully consider are the medical records for that parent. They can strongly support your case.

Why would you use an incentive trust?

You know how an incentive trust works: Your heirs are given a set of conditions, which are sometimes viewed as goals. If they reach them, the trust pays out either in part or in full. This is different than many trusts that simply pay out at certain ages, regardless of all else.

Should you have a 'Titanic clause?'

When you draw up an estate plan, an experienced attorney will ask you to consider all possible contingencies. This not only helps ensure that your wishes are carried out regardless of what happens to others in your immediate circle, but helps avoid the need for multiple amendments later on.

When can you challenge a loved one's will?

Generally, if a will is drawn up by an experienced estate planning attorney, there is little room for family members or others to challenge it after a person's death. However, there are some grounds on which you can potentially challenge a will. Following are a few of the most common.