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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
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Tag Archives: Undue Influence
Getting a Conservatorship Protected Their Mother
Their mother was required to mail the organizer $2,500 to receive her prize. Conservatorships are not cure-alls or panaceas, but they do have a particularly important role in protecting vulnerable adults from being taken advantage of. A surprising discovery by two sons managing their mother’s … Continue reading
Posted in Conservatorships, Disability, Guardianships, Incapacity Planning
Tagged Conservatee, Conservator, Conservatorships, Dementia, Undue Influence
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Best of Blog: Thanksgiving Post – How to Talk Finances with the Family
Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner … Continue reading
Posted in Best Of Blog, Estate Planning, Living Trusts
Tagged Communication, Family, Holidays, Undue Influence
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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
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Family Finances and Thanksgiving Dinner Don’t Mix, But There May Be Some Other Time This Weekend to Bring Up These Important Topics
Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner gains peace of mind, but usually no financial benefit from the process. Many parents consider a well-drafted … Continue reading
Posted in Estate Planning, Living Trusts
Tagged Communication, Estate Planning, Family, Undue Influence
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