An Effective Strategy for Disputes With Beneficiaries

An Effective Strategy for Disputes With Beneficiaries

Testamentary trustees should seek court involvement early in the process

Administration of a trust requiring distributions to more than one beneficiary can be fraught with disputes. The specific disputed issues can be anything, but the goal for the beneficiary raising the issue is, more often than not, the same—a larger share of the trust estate. In an effort to resolve disputes, the trustee, however, may need to spend trust assets, whether to negotiate a settlement or, if negotiations fail, to hire outside counsel and/or initiate legal proceedings. With the

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