Kevin O’Brien discusses how social distancing changes the debate over electronic wills in his latest article on The Recorder. As the COVID-19 virus continues to spread through communities, the prospect of offering people electronic wills, remotely executed and virtually witnessed, has a whole new appeal. Proponents of electronic wills want to bring the low cost and convenience of electronic transactions to the world of estate planning. Allowing consumers to shop for estate planning services online and create and sign wills from the convenience of their homes makes estate planning more accessible and affordable. The risk of fraud and undue influence, the argument goes, is always present in estate planning transactions regardless of the medium used to execute the documents. Any increase in risk is offset by the many advantages technology provides. The COVID-19 pandemic adds a new and weighty argument in support of electronic wills: public health.
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Margaret M Hand discusses Advanced Topics on Probate Accountings (Probate Code section 1060, Fiduciary Truth Serum).
Many trustees employ counsel to provide advice on dealing with and responding to inquiries from beneficiaries. Trustees may believe that their communications with and advice from counsel are confidential and cannot be disclosed to the beneficiaries without their consent. The recent court decision in Fiduciary Trust International of California v. Klein (2017) 9 Cal. App. 5th 1184 is a cautionary tale that warns trustees against assuming that all communications with an attorney are confidential.
The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.