-
Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
Categories
- Beneficiary Designations
- Best Of Blog
- Bypass Trusts
- Celebrity Probates
- Charitable Giving
- Congress
- Conservatorships
- Disability
- Elder Law
- Estate Planning
- Estate Planning Basics
- Family Limited Partnerships
- Federal Estate Taxes
- Gifting
- Guardianships
- Holographic Wills
- Incapacity Planning
- Joint Tenancy
- Law
- Life Insurance
- Living Trusts
- LLCs
- Long Term Care
- Personal Property
- Probate
- Real Estate
- Retirement
- Seminars
- Trust Funding
- Uncategorized
- Wills
Archives
-
Tags
Beneficiary Designations Celebrities Celebrity Probates Charitable Giving Communication Congress Conservatorships Creditors Claims Decisions Disability Dispute Avoidance EGTRRA Elder Law Estate Planning Estate Planning Basics Estate Tax Estate Taxes Family Gifting Guardians Heirs Holidays Incapacity Planning life insurance Living Trust Long Term Care Minors NBI Obama Patriotic Duty Personal Property Portability Privacy Probate Property Deeds Real Estate Retirement Seminar Taxes Trust Funding Uncertainty Undue Influence Updates Wealth Management Wills
Tag Archives: Dispute Avoidance
Watch Out for Undue Influence
The short video by Stewart Albertson at the link below discusses how undue influence can be used to overturn a will or trust. I suggest that it be used as a warning of the importance of avoiding undue influence while parents are … Continue reading
Posted in Estate Planning
Tagged Dispute Avoidance, Estate Planning, Undue Influence
Comments Off on Watch Out for Undue Influence
Unfunded Trusts: Pitfalls for the Unwary
Funding the Trust is an essential but often overlooked step towards avoiding a lengthy and expensive probate. Creating a trust instrument, with all of the appropriate instructions, provisos and expressions of intent, is worse than useless if no step is … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Trust Funding
Tagged Dispute Avoidance, Living Trust, Probate, Trust Funding, Wills
Comments Off on Unfunded Trusts: Pitfalls for the Unwary