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July 24, 2020

Estate Planning to Avoid Litigation, with Matthew Talbot

23 minutes

Careful, thoughtful planning can help avoid potential family disputes after death. Today I speak with Matthew Talbot of Talbot Law Group, P.C. about potential red flags planners should be on the look out for to avoid future litigation. In this episode, Matthew Talbot hits on these key ares:

1. Undue influence. Potential red flags that a vulnerable client may be under undue influence from family members (03:39)

2. Common estate litigation claims (05:45)

3. Best practices in potential undue influence situation (08:05)

4. Independent Attorney Certificate of Review (14:18)

5. Natural v. Non-natural dispositions (18:40)

Thank you to Matt Talbot for joining me on this episode. Contact Matt at 925-322-1795, or at his website talbotlawpc.com, if you or someone you know has questions regarding estate planning and/or estate/probate litigation.

This podcast is brought to you by McKenna Brink Signorotti LLP, a boutique law firm located in Walnut Creek.com. Find us at mckennabrink.com.

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