Summary:

In this episode, the hosts are joined by Judd Blitt, an experienced litigator specializing in estate litigation. Judd provides valuable insights and tips for executors on avoiding estate litigation. The discussion covers communication strategies, setting expectations, and navigating potential disputes. Judd also shares common themes in estate litigation and highlights a recent case involving joint executors.

 Key points:

• Judd emphasizes the significance of early and frequent communication with beneficiaries.
• Issues arising from an even number of executors, leading to uncertainties about tiebreakers.
• Good faith and fair treatment, including providing necessary information, are crucial.
• Executors facing disagreements or foreseeing challenges may consider renouncing their role early on to avoid personal liability or conflicts.
• Estate litigators can be viewed as problem solvers, experienced not only in court battles but also in resolving disputes through negotiation and creative solutions.
• Executors should identify potential conflicts early, especially in family situations.
• Contentious matters requiring court intervention can result in delays ranging from months to a year, affecting the resolution of the estate.

Contact Judd: https://www.mltaikins.com/people/judd-blitt/

Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
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Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
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