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Lessons from S-Town on Estate Planning Issues Affecting Vulnerable Adults

Pop culture sometimes provides us with valuable lessons about the importance of estate planning. For example, as Trusts & Estates magazine pointed out, at the heart of the first season of the hit show Empire was a story of the trials and tribulations of business succession planning, as the head of a record company and family patriarch is diagnosed with a terminal … Continue reading »

Trust

The Bleak House of Trust and Estate Litigation: More than just time and money

“How much is this case going to cost?” is a great first question for a client to ask. The answer, however, can be complex. By the time someone walks into an attorney’s office, they are usually prepared for the fact that it will take time and money to resolve their problem. However, far too few people realize that often the highest … Continue reading »

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Bernard Decision Confirms Intent and Purpose of TEDRA

In In Re Estate of Bernard, 182 Wn. App. 692, 332 P.3d 480 (2014), review denied 339 P.3d 634 (2014), the Washington State Court of Appeals Division 1 reversed a trial court order invalidating a trustor’s estate plan.  In upholding the validity of the testamentary documents, the appellate court’s ruling confirmed long-standing practices of Washington State estate planners relating to … Continue reading »