Trust decanting is the process of transferring assets from one trust to a new trust with different terms. People use trust decanting to update or improve trust terms, sometimes allowing them to avoid going to court. However, there are instances where a court might still need to approve. Here is […]
Many clients are very confused about estate planning. One reason for this has been uncertainty about estate tax and the so-called estate tax “cliff.” Clients, especially those with a high net worth, have expressed concern about the tax consequences. Fortunately, with the correct planning and recent clarity on the federal […]
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 […]
In will contests, medical records are often treated as the ace in the hole. Lawyers and clients alike dig through pages of diagnoses, medications, and progress notes expecting them to tell the whole story. While medical records can tell part of the story of a testator’s mindset when making the […]