An executor is responsible for managing a deceased person’s estate. When an executor mismanages estate assets, breaches fiduciary duties, or causes financial harm, heirs may pursue a surcharge action to seek damages. Surcharge actions provide a legal remedy to hold executors accountable and help recover losses caused by their actions. […]
Category: Wills
People often need to look at capacity when there is a question about whether someone truly understood a decision they made regarding their money or property, even if they were never diagnosed with dementia or another cognitive condition. This usually comes up in disputes over wills or trusts where someone […]
It is not uncommon for a caregiver to be named a main beneficiary, especially when the caregiver has provided consistent support, companionship, and assistance during an individual’s later years. In many cases, this type of decision is completely legitimate and reflects the close relationship that has developed over time. However, […]
When a will is revealed, clients may be surprised or disappointed by its contents. Sometimes, clients wonder whether their loved one really freely consented to the will at all, or whether someone was coercing them behind the scenes. If it is proven that the testator did not freely make the […]