You Are Challenging My Will – But I’m Not Dead Yet!

In the June issue of Wealth Management Insider, Patricia discusses laws in certain states that permit legal challenges to a will or estate plan prior to the death of the testator. In those states, the court proceeding involves notifying the named beneficiaries of the will and/or trust and any disinherited heirs of the existence of the will and/or trust and their contents.

Click here to read the entire article where Patricia details the purpose of and the potential drawbacks to pre-death will contests, and lessons learned in states where pre-death will contests are permitted.