Challenging the amendment of a trust
Case Summary: The daughter of an 85-year-old woman brought her mother to the daughter’s attorney for purposes of having the mother amend a trust so as to leave certain real estate in the trust solely to the daughter. The daughter…
Continue reading »Intention of trustee to secure a “housing benefit”
Client is a 70-year-old woman with significant mental disabilities. Client and her two sisters (one of whom was also disabled) were beneficiaries of a trust established by their father, of which the “non-disabled” sister was the trustee. The trust said…
Continue reading »Disinherited from father’s will
Alan represented the son of a 75-year-old man who changed his will three weeks before his death, to leave everything to his longtime companion who he had not married. At the time the father amended his will, he was in…
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