| Read Time: 2 minutes | Estate Planning

Dispute Continues Over Trust Created By The Late Alan Thicke

After Alan Thicke passed away from a ruptured aorta in 2016, his sons Robin and Brennan were named co-trustees of his estate, according to TMZ. Fox News reports in its story, “Alan Thicke’s widow claims late actor’s sons are spending trust, keeping her from inheritance” that Alan Thicke’s wife Tanya Callau feels the brothers are leaving her out of the loop and...

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| Read Time: 2 minutes | Probate

Kansas Court Says Boss’ Will Change To Benefit Employee A Fake

The Kansas Court of Appeals recently upheld a 2016 ruling by Senior Judge William “Buck” Lyle that the codicil, or addition, to Hays millionaire Earl O. Field’s will was fraudulent. The will moved the majority of his estate to his employee Wanda Oborny. Wealth Advisor reports in the story “Kansas Bookkeeper Loses Claim On $20M Boss Estate” that the Court of Appeals...

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| Read Time: 4 minutes | Trusts

Wyoming High Court Reviews “Challenge” To A Trust During Owner’s Lifetime

The Supreme Court of Wyoming recently reviewed a trust case involving an in terrorem clause or no-contest clause. It’s a term in a legal document that’s designed to threaten someone, usually with litigation or a penalty, for acting or to keep someone from acting. In this case, a trust’s in terrorem clause stated that any challenge made by or on behalf of the...

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| Read Time: 3 minutes | Elder Abuse

Texas Court Of Appeals Examines Effect Of Mediated Family Settlement Agreement On Probate Claims

Judge John M. Bailey of the Court of Appeals of Texas recently wrote the opinion in the Court’s decision in the case of “In the Estate of Mathis,” which involved a dispute arising from mediated family settlement agreement. Michael Mathis appealed a decision from a contested probate proceeding that was resolved by a mediated family settlement agreement and mutual release. The...

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| Read Time: 5 minutes | Probate

Who Can Sue the Personal Representative of an Estate for Wrong-Doing?

The South Carolina Supreme Court in Fisher v. Huckabee addressed who may bring a civil action on behalf of the estate of a deceased person, when the personal representative of the estate is also a potential defendant in the case. Alice Shaw-Baker lived in Charleston and had no immediate family. She allegedly had an agreement with Bessie Huckabee, Kay Passailaigue Slade and Sandra...

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