Jonathan Gopman Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, and corporate law.
February 8, 2022 Whenatrust or estate plan is created, many people assume thatit isiron-cladfrom a legal perspective but that is not always true. In thisepisode, ourhostMary Vandenack,CEO,Founder and Managing Partner at Vandenack WeaverTruhlsenand her guest,Monte Schatz,Managing Member at Vandenack Weaverdiscusscommon trust and estate litigation and some things you can do to avoid it. How do poorly written trust plans contribute to litigation? How do you prove documents are valid? What are the requirements of critical documents? What is a breach of fiduciary duty and what’s most likely to cause this claim? Learn about these issues and more in today’s episode.