Generally, a trustee’s job is to take control of estate assets, pay the estate’s debts, and then distribute assets according to a will or the law. Sometimes, trustees go off-script.
Will Challenge and
A will requires five elements to be considered valid by the courts: due execution; capacity; knowledge and approval; no undue influence; and no fraud.
Opting Out of a Will
A spouse who receives less under a will than they would have in divorce has options, including a “spousal election”, which is akin to divorcing the estate.
A spouse, former spouse, father, mother, child, or sibling who was, at the time of the death, receiving support from a deceased, must receive “adequate provision” under a will.
Trust & Unjust
Unjust enrichment occurs when someone seeks an award of money or property because a deceased person was enriched at their expense without a legal reason.
Claims and Joint
A bank account survivorship designation does not always determine who gets to keep estate money. This is especially true when an adult child is named jointly with a deceased on a bank account.
Eric Katzman is an experienced lawyer at Katzman Estate Law who can help with estate litigation matters. Unlike most other estate lawyers, Eric is willing to take cases on contingency. The contingency fee will be a percentage of what is won for a beneficiary or dependent. Hourly rate options are also available.
No-obligation, confidential phone calls with Eric are completely free.
Call 844.602.4242 for more information.