Probate Litigation Pitfalls & Protecting What You've Built — The Estate Planning Conversation You Need to Have (Part 2 of 2)
Probate court is expensive, emotionally draining, and in many cases entirely preventable. Host Paula Aragone, CEO of Aragone & Associates, continues her conversation with Kelly Charhut Hughes, Esq., Founding Attorney of Laurel Trust Law LLP, tackling the estate planning decisions that most often lead families into litigation — and the strategies that keep your assets protected and your personal affairs private.
Kelly also covers something most estate plans overlook entirely: privacy. From how your assets are structured to what becomes public record when you die, there is far more you can control than most people realize — if you plan ahead.
WHAT YOU'LL LEARN
Biggest Probate Litigation Mistakes
- Why families end up in probate court — and the steps that prevent it
- The trustee behaviors that most commonly lead to beneficiary lawsuits
- The Notice of Proposed Action (NOPA): the tool that protects trustees and keeps everyone accountable
- What self-dealing is, why it is prohibited, and how to avoid it
- Why cutting corners on legal process can result in serious personal liability
Asset Protection & Privacy
- How to structure assets so they are not vulnerable to creditors or public scrutiny
- Why probate is a public process — and the tools that keep your estate out of the public record
- How proper asset titling can make or break your entire plan
- Steps you can take today to build a more protected, more private estate
ABOUT OUR GUEST
Kelly Charhut Hughes, Esq. — Founding Attorney, Laurel Trust Law LLP
Free initial consultations and existing document reviews available.
www.ltlfirm.com | 26050 Acero, Suite 405, Mission Viejo, CA 92691
Missed Part 1? Start there — Paula and Kelly cover the dos and don'ts of estate planning and debunk the biggest myths people believe about protecting their family.
https://open.spotify.com/episode/4mgCtdgts19uGJnT2i8kAS?si=4KH4lepXSyOeuZa8rjsfbw
Topics: probate litigation mistakes, how to avoid probate, asset protection estate planning, trustee liability, Notice of Proposed Action NOPA, trust administration, estate planning privacy, estate planning podcast, probate attorney California, Kelly Hughes estate attorney, Laurel Trust Law, Aragone and Advisors, estate attorney Mission Viejo