Legal Papers

Production of Estate Documents in Contested Beneficiary Litigation

by: and , May 1, 2014

When an estate is involved in litigation against its beneficiaries, the production of estate documents is often a highly emotional subject, not to mention legally complex.  The complexity is due to the convergence of multiple forms of disclosure obligations and privileges, some of which are unique to estates litigation.  These include: –  A trustee’s obligation…read more