TRUST & PROPRIETARY
DO YOU HAVE A TRUST OR PROPRIETARY CLAIM?
Many times estate plans attempt to ensure no assets remain in the estate, so that upon death there are no probate taxes and no assets for excluded beneficiaries to claim against. In these cases there be may be a trust claim, a proprietary estoppel claim or a fraudulent conveyance claim. Furthermore, unscrupulous individuals may take advantage of an infirm elderly person to improperly influence them to change their Will to transfer assets away to this person before death. There are remedies available but it is important to try take steps to ensure the elderly relative is not taken advantage of.