The Best Defense is a Good Offense

  What should an estate-planning attorney do when a client wants to create a trust or will or change an existing provision, and the attorney thinks that the new document or provisions may be contested? For example, say the client wants to disinherit or significantly reduce the amount of assets passing to an heir? Although these changes often lead to a will or trust contest after the client’s death, many clients will tolerate only a limited amount of inconvenience or expense to ...