Break Down Key Beneficiary Problems and Find Effective Solutions
“Unfair” and ill-timed distributions, undue influence allegations, conflicts of interest, and other beneficiary disputes often poison best-laid estate plans. This focused troubleshooting guide addresses top beneficiary concerns and offers guidance on preventive drafting approaches and dispute resolution tactics for when the problem occurs. Arm yourself with the knowledge and skills you'll need to handle battling beneficiaries. Register today!
Tackle each unique dispute with the diligence and tailored approach it deserves.
Explore the elements of undue influence to help prove/disprove the allegations.
Clarify signs of diminished capacity and the evidence that proves it.
Explore the role of the notice of the proposed action in preventing and resolving distribution disputes.
Conflicts of Interest When Fiduciary is Also a Beneficiary
Petition for Instructions and Declaratory Judgment Actions
Ante-Mortem Probate, Exculpatory Clauses, and Other Will Contest Prevention Approaches
Thad A Davis is a member with The Law Offices of Davis & Davis, LLC, in Birmingham, Alabama. He focuses his practice on trusts and estates with an emphasis on litigation. Mr. Davis represents fiduciaries and beneficiaries in trust and estate cases and related controversies, including will contests, spousal elective share proceedings, common law spouse claims, fiduciary accounting cases, and intra-family business and real estate litigation. Mr. Davis also advises clients in planning their estates to accomplish their goals for distribution of assets to beneficiaries while minimizing tax liability. He earned his A.B. degree, cum laude, from Duke University; his J.D. degree, magna cum laude, from the University of Alabama School of Law; and his LL.M. degree in taxation from the University of Florida.
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