164: Shielding Your Legacy: How to Avoid Estate Litigation Pitfalls

Welcome back to Absolute Trust Talk for Part 2 of our exciting deep dive into estate litigation with our associate attorney and former litigator, Ariana Flynn! In this episode, we’re exploring the steps you can take to prevent challenges to your estate plan after you’re gone. Ariana shares valuable insights from her experience, including how writing explanatory letters to explain tough decisions and how receiving a neuropsych evaluation can also make a difference. We also discuss how working closely with your estate planner can help protect your wishes, with tips on handling co-trustees and ensuring your plan is rock solid. If you want to avoid potential litigation and secure your legacy,  then this is an episode you won’t want to miss!

Time-stamped Show Notes:
0:00 Introduction

0:55 Should you be worried about someone disputing your estate plan? Here’s what our former litigator, Ariana has to say.

3:09 Completing a neuropsych exam could help if someone attempts to claim the decedent was mentally incapacitated. Listen in as we discuss.

4:52 When it comes to litigation, an attorney’s testimony is highly important. Tune in at this moment as we explain what you should do, as well as the extra precautions we take for you.

7:24 As estate planning attorneys, it’s our job to be as thorough as possible. Here’s a sneak peek of what that can look like.

7:51 Is having co-trustees really that bad?  Ariana shares the truth about how this decision can leave a lasting impact.

10:08 We hope this episode was just as eye-opening for you as it was for us. Be sure to tune in next time!

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Your Trust Administration Guide:
The job of a trustee isn’t as easy as one may think. You must give legal notices, retitle assets, file tax returns, understand a legal document, and perform a variety of tasks most people find unfamiliar. As a trustee, if you forget a step or make a mistake, you could be held liable. Protect yourself, have a plan, and find out the next steps about your specific trust. Schedule a one-hour roadmapping session with Absolute Trust Counsel. We will review your trust, answer your questions and develop an action plan to get the job done right. https://absolutetrustcounsel.com/trus...

Kirsten Howe and the Absolute Trust Counsel Team Can Be Reached at 925-943-2740 or [email protected].

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