Estate Planning Attorneys Avila Beach : Probate & Elder Law Attorneys in Avila Beach, CA

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Estate Planning, Probate & Elder Law Avila Beach, California

Avila Beach Estate Planning & Probate Attorneys

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Law Offices of John D. Laughton

TEL (831) 649-1122 |  Monterey, CA

Mr. Laughton is an estate planning lawyer in his 28th year of law practice. He became associated with the old firm of Davis & Schroeder in 1978 and became a principal of that firm in 1984. The firm, n...(more)



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ESTATE PLANNING, PROBATE & ELDER LAW NEWS

» Fidelity platform on schedule; Eagle upgrades

» Bush to nominate Paredes for SEC board seat

» Attorney: Now is the Time to Plan Estate

"We've got all kinds of antibiotics that will kill everything right now. And we do too, right now."

Louisville attorney Turney P. Berry made the assessment to those assembled for the 23rd National Conference on Equine Law, which opened a two-day run April 30 at the Embassy Suites hotel in Lexington. via Blood Horse

» Intentional Interference with an Inheritance, and the Ellis Case

Besides an action to contest a Will, a frustrated beneficiary may attempt to proceed with a tort known as "intentional interference with an inheritance." In some cases, this may be the ONLY way in which the potential beneficiary can proceed.

In the Nemeth case (425 N.E.2d 1187), for instance, the decedent's stepdaughter (not an heir of the decedent) filed an intentional interference with an inheritance action against her step-sister because a successful Will contest would have done her no good.

A number of cases have followed, trying to explain the limits and ramifications of the tort. A recent case involves the estate of a woman named Grace Ellis (found here as a PDF). The case was brought by the Shriners Hospital for Children, beneficiaries under a previous Will, against a man named James G. Bauman (who was named as sole beneficiary and executor under the Will that was admitted to probate). Ms. Ellis evidently died in 2003, but the Shriners took no action to contest anything until 2006. Maybe their itty-bitty cars were in the shop all that time? Or (more likely), perhaps the Shriners had no idea that they were named as beneficiaries in a previous Will.

Anyway, the Shriners file their suit, making the same sorts of allegations as you might see in a Will contest (lack of capacity and undue influence). But, of course, they can't file a Will contest, because Will contests must be filed within six months after the Will in question was admitted to probate.

Can you use the intentional interference with inheritance tort to get around the six month period, since it isn't a Will contest? No, says the court.

» Podcast Status

A couple of things:

1. The podcasts don't take very long to record, but they take a while to write (no, for the most, I'm not improvising). I'll try to get the next one up this coming week, hopefully by Saturday at the latest.

2. You can now download the Death and Taxes podcast on iTunes. If you go to the iTunes store and search for "death and taxes blog podcast," you can find it. Unfortunately, I'm not sure how else you can find it -- there's no "legal" category in iTunes, so I'm stuck in the "business" category. Anyway, you can listen to or download individual episodes, or subscribe to the podcast.