An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at “undue influence.”
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Ms. Nydia Menéndez’ career has evolved from various perspectives, including government, the private sector, academia, and as an industry advocate. These career roles enable Ms. Menéndez to assess the competing interests from the perspective of someone who has taken one position or the other at some point in time. Thus allowing her to settle most cases with favorable results for her clients, in an expeditious and cost-effective manner.
Latest posts by Nydia Menéndez (see all)
- Shrunken Asset Values Open Estate Planning Opportunities - October 13, 2020
- Assignment and Nominee - October 13, 2020
- Leaving Assets Can Be Tricky - October 13, 2020
