Anticipating Conflict in Estate Administration

Plan for tomorrow - today.

The thoughtful estate planner can take many steps during the planning process to reduce the chances of conflict arising after the key witness, the client, has left the scene.

There are steps that can be taken to heighten the chances that the estate plan will be successfully defended should a disgruntled beneficiary attack the deceased client’s estate plan.

This presentation will discuss how to anticipate potential conflicts associated with:
• Second marriages
• Assets passing unequally
• Potential undue influence
• The heirs’ emotions
• Closing letters
• Transitioning a business

Plan with the expectation that conflicts will occur.