Clients frequently demand “bulletproof” trusts from their estate planning attorneys. Concerns about contests based on lack of capacity, undue influence, or even claims that a family member procured the trust through financial elder abuse weigh on our clients’ minds. Unequal distributions or family members’ feelings of entitlement to certain property amplify these concerns.
The impact of the COVID-19 pandemic on the firm’s clients and work.
The closure of nearly all superior courts in California and limitations on court filings have raised a practical issue for parties.
Jerry A. Kasner Estate Planning Symposium