What happens when one person influences another to make significant changes to their will or estate plan, causing their beneficiaries to wrongfully lose out on part or all of their inheritance? Many…
A recent decision by the U.S. Supreme Court in Morgan v. Sundance Inc., 596 U.S. 411 (2022), addressed the issue of the enforceability of arbitration agreements in contracts and the ability of…
What happens when the personal representative of a will acts in their own interests rather than the best interests of the deceased? Similarly, what if a corporate officer engages in self-dealing rather…
Most people assume that a last will and testament, or at least a document purporting to be one, is the final say in what happens to a person’s estate. But there are…
Children often want to ensure that their parents’ estates will be properly administered after their deaths. Parents, in turn, naturally desire that their children should take over their personal affairs after they…
One power that trustees have is to make investments of trust assets. Although trustees are granted a certain degree of authority in their investment decisions, that authority is not absolute. It is…
The trustee of a trust is responsible for managing trust assets in the sole interest of its beneficiaries. The trustee stands in a special relationship of fiduciary responsibility to the grantor of…
A last will and testament should accurately reflect what a person desires to happen to his or her estate upon death. However, not all wills are created equally. For one reason or…
If a person who owes you money passes away, you will likely need to make a claim in probate court to recover your money. Certain deadlines and procedures have to be followed…
A trust is a legal vehicle that allows a trustee to hold and direct assets on behalf of a beneficiary. Trustees have extraordinary power to manage a trust and are often responsible…
