Monthly Archives: September 2014

28 09, 2014

Limiting Challenges to a Trust in Limited Circumstances

By |September 28th, 2014|Trust|0 Comments

A no contest clause in a trust discourages a beneficiary from challenging it, normally by threatening the forfeiture of the distribution if a challenge is made. These clauses are enforceable in limited circumstances. Depending on the circumstances the clause may or may not be a strong deterrence to future legal action by a beneficiary. California [...]

4 09, 2014

Who Pays the Fees in Trust and Estate Litigation?

By |September 4th, 2014|Estate|0 Comments

Generally those fees come from the property and resources in the will or trust, not out of the pockets of the people named to be responsible for those assets and how they are spent. Following the death of a person who created a will, the person named in the will as an executor (male) or [...]

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