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

Jul 10, 2019
   |   
statecreative
   |   
Articles

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.   

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