When Trusts Cause Confusion: What the Law Says About Ambiguity
Even the most carefully drafted trusts can leave people with more questions than answers. Despite their long history and common use, trusts often contain language that doesn’t translate well to modern circumstances. Many rely on boilerplate provisions passed down over time, or include instructions that only made sense to the person who created the trust […]
Undue Influence and Lack of Capacity: How We Help Clients Protect Their Inheritance
Disputes over wills and trusts have been happening for generations. Many of them begin when a child or family member learns that a parent or relative changed their estate plan in a way that reduced their inheritance. And the part that was taken away usually went to someone else in the settlor’s life. It might […]
Trustee Troubles? How a Motion for Instructions Can Help
Trustees are often asked to make difficult decisions under circumstances that the trustee did not anticipate before accepting the role. In some cases, the language in the trust instrument isn’t clear, and the trustee may be unsure of what to do. In others, one or more beneficiaries may disagree with a trustee’s plans for the […]
What Is the Misappropriation of Trust Funds?
People establish trust for a number of reasons. One of the reasons for trust is to take care of loved ones. They may want their assets to easily pass to family members without the need for probate. The trust might provide for a specific family member who has a disability. Trusts can also provide tax […]
How Do You Resolve Trust Disputes?
Learning that you have been named a beneficiary in a trust is usually a welcome surprise that can change the quality of your life and the life of your children and grandchildren. However, trust disputes can turn the experience into an agonizing feud between the other beneficiaries, who are often close family. We explore the […]
