A caveat, in probate law terms, means to challenge the validity of a will. When someone files a petition to probate a will, that person is asking the probate court to confirm that the will presented to the court is…
Real property is often an issue in a probate estate, and it can be titled in various ways. How real estate is titled can greatly affect the way it is transferred after a person’s passing. For example, if there is…
When an estate is supposed to be managed by two people together, they are called co-executors. How do co-executors work? This situation could come about because a will identifies two people to manage the estate as co-executors. If there’s no…
Here it is, the season finale of Undue Influence, the Series. We pick up this week with Lawrence’s death in late 1993. His live-in ‘caretaker’ Romano Pagliarani handled the funeral arraignments, stayed in his rooms in Lawrence’s apartment, in the…
If we were ever going to make a movie or prestige TV/Netfix series about Probate Court, it’d have to be called Undue Influence. Catchy title, also the term ‘undue influence’ covers so many scenarios we’d probably get a bunch of…
Separation and divorce have, perhaps obviously, potentially adverse effects on estates and the probate process. Regardless of when it occurred. Both are fraught with emotions and complications that tend to linger for years. Along the line, promises are made, between the…
We just posted a link to a Wall Street Journal article about the pitfalls of being an executor. There are more than a few and even experienced financial professionals can run afoul of the sometimes arcane rules. By the way,…
Find out what you must know to make sure it is done right.
