Leveraging Inter Vivos Trust Petitions to Avoid Post-Death Trust Contests

Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.

At his presentation to the Sacramento Bar Association, Principal Ryan Szczepanik identifies a variety of tax pitfalls attorneys can fall into when resolving a dispute.

Principal Ryan Szczepanik presented to the Trusts and Estates Section of the California Lawyers Association on “Anti-SLAPP in Probate and Trust Litigation.”