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 1. Exclusion of natural objects of bounty  2. Unequal treatment of children.

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Presentation on theme: " 1. Exclusion of natural objects of bounty  2. Unequal treatment of children."— Presentation transcript:

1

2  1. Exclusion of natural objects of bounty

3  2. Unequal treatment of children

4  1. Exclusion of natural objects of bounty  2. Unequal treatment of children  3. Sudden or significant change in disposition plan

5  1. Exclusion of natural objects of bounty  2. Unequal treatment of children  3. Sudden or significant change in disposition plan  4. Excessive restrictions on gifts to beneficiaries who are also heirs

6  1. Exclusion of natural objects of bounty  2. Unequal treatment of children  3. Sudden or significant change in disposition plan  4. Excessive restrictions on gifts to beneficiaries who are also heirs  5. Elderly or disabled testator

7  1. Exclusion of natural objects of bounty  2. Unequal treatment of children  3. Sudden or significant change in disposition plan  4. Excessive restrictions on gifts to beneficiaries who are also heirs  5. Elderly or disabled testator  6. Testator who behaves strangely

8  1. Include in terrorem (no contest) (forfeiture) provision  Beneficiary who contests and loses forfeits testamentary gift.

9  1. Include in terrorem (no contest) (forfeiture) provision  Good faith/just cause contests will not trigger forfeiture. ▪ PC § 64 ▪ EC § 254.005

10  1. Include in terrorem (no contest) (forfeiture) provision  Strictly construed.  Will not enforce if violate public policy such as forfeiture for suing executor for breach of duty.

11  1. Include in terrorem (no contest) (forfeiture) provision  Drafting guidelines: ▪ Create substantial risk

12  1. Include in terrorem (no contest) (forfeiture) provision  Drafting guidelines: ▪ Create substantial risk ▪ Describe triggering conduct

13  1. Include in terrorem (no contest) (forfeiture) provision  Drafting guidelines: ▪ Create substantial risk ▪ Describe triggering conduct ▪ Indicate beneficiary of forfeited property

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15  2. Do not explain reasons for property disposition.

16  3. Avoid bitter or hateful language.

17  4. Use holographic “back up” will.

18  5. Enhance will execution ceremony.

19  6. Video-record will execution ceremony.

20  7. Select witnesses thoughtfully.

21  8. Obtain affidavits of individuals familiar with testator.

22  9. Document transactions with testator verifying intent.

23  10. Obtain other evidence to document testator’s actions.

24  11. Preserve prior will if better than intestacy.

25  12. Reexecute same will on regular basis.

26  13. Consider a more “traditional” disposition.

27  14. “Trick” disinherited potential heir with inter vivos gift.

28  15. Use non-probate techniques.

29  16. “Buy off” disinherited potential heir – contract not to contest.


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