Four tips to avoid a challenge to your will or trust
Description of Potential Fraud:
Donna Heller, a divorce lawyer in Arizona, has four tips to help clients avoid having their wills or trusts challenged by disgruntled beneficiaries.
Normally LAWPRO advises lawyers on things they should do to avoid a claim related to drafting a will, but this is good advice they can pass on to their clients (especially as disgruntled family who challenge a will can also lead to claims).
Here are the four suggestions, and you can click here to read the full article.
- Keep communications with beneficiaries open
- Be aware of options for problem beneficiaries
- Obtain competent assistance in your estate planning
- Review your estate planning periodically
For more on how lawyers can work with clients on avoiding malpractice claims, see Practice Pitfalls and Is Anyone Listening? Avoiding Communications Claims from LAWPRO Magazine.