Trust and Estate Litigation Series

Common Trust and Estate Litigation

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
When a trust or estate plan is created, many people assume that it is iron-clad from a legal perspective but that is not always true.  In this episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Monte Schatz, Managing Member at Vandenack Weaver discuss common 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.