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A no-contest clause can raise the stakes if you think a will or trust is invalid. In California, though, that clause does not block every claim and it may not apply if you have probable cause. Start with the real risk California limits when no-contest clauses can be...
When people create estate plans, they should have total control over the terms that they set. Unfortunately, other people may feel a sense of entitlement to their resources. Those people may try to trick, coerce or manipulate a testator into making estate planning...
Undue influence can have a dramatic impact on how an estate is distributed. It may mean that the wishes expressed in a person’s will do not actually align with what they wanted because they were manipulated into making those changes. It is important for family members...
Conflicts between estate planning documents are more common than many people realize, as plan documentation is frequently created or updated at different times. For example, in California, questions and conflicts often arise about what happens if a will says one thing...
Probate disputes sometimes arise because there are questions about the legitimacy of estate planning documents. Other times, people may worry about the conduct of a personal representative or trustee. In some cases, documents are valid, and personal representatives...