Estate Litigation

Order for Directions and Pleadings: Laying the Groundwork for Successful Will and POA Challenges

Will and Power of Attorney (“POA”) challenges are becoming more common. Whether it is the result of the much-vaunted and long-heralded wealth transfer between generations, the aging of society, or an American inspired litigious approach to sorting out life’s inevitable disputes, these court challenges will likely only increase in quantity and complexity. Laying the groundwork […]

Handwriting Experts and Trustee Indemnification

Fraud is not restricted to the living.  Occasionally, a fraudulent testamentary document makes an appearance and the question of validity becomes paramount.  In that context, the issue of whether to retain a “handwriting expert” is raised. Read the full paper here: Handwriting Experts and Trustee Indemnification by Justin de Vries

Trustee Indemnification – Recent Developments

It is a fundamental principle that every trustee has the right to be indemnified out of the trust property for all expenses properly incurred in the administration of the trust. The trust instrument itself does not have to guarantee that the trustee will be indemnified; the trustee’s right to be reimbursed for expenses is a

The Herculean Task Of Proving Undue Influence

Undue influence is a well-established and popular ground for challenging a will. However, proving undue influence is notoriously difficult. Although best described as murky, many clients often believe the existence of undue influence is obvious in their situation: their evil stepmother pressured their vulnerable father, their conniving cousin insinuated himself into the heart of their

Managing The Self-Represented Litigant: A Lawyer’s Tool Kit

It is now generally accepted that unrepresented or self-represented litigants are becoming more and more common in the court system. It is widely agreed that unrepresented or self-represented litigants present unique challenges and difficulties – ones that can often be frustrating, time consuming and expensive. I have opted to take a somewhat unorthodox approach in

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