![Page 1: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/1.jpg)
Will Contest Prevention
![Page 2: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/2.jpg)
Reasons to Anticipate Will Contest
1. Exclusion of natural objects of bounty
![Page 3: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/3.jpg)
Reasons to Anticipate Will Contest
1. Exclusion of natural objects of bounty
2. Unequal treatment of children
![Page 4: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/4.jpg)
Reasons to Anticipate Will Contest
1. Exclusion of natural objects of bounty
2. Unequal treatment of children
3. Sudden or significant change in disposition plan
![Page 5: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/5.jpg)
Reasons to Anticipate Will Contest
1. Exclusion of natural objects of bounty
2. Unequal treatment of children
3. Sudden or significant change in disposition plan
4. Excessive restrictions on gifts to beneficiaries who are also heirs
![Page 6: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/6.jpg)
Reasons to Anticipate Will Contest
1. Exclusion of natural objects of bounty
2. Unequal treatment of children
3. Sudden or significant change in disposition plan
4. Excessive restrictions on gifts to beneficiaries who are also heirs
5. Elderly or disabled testator
![Page 7: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/7.jpg)
Reasons to Anticipate Will Contest
1. Exclusion of natural objects of bounty
2. Unequal treatment of children
3. Sudden or significant change in disposition plan
4. Excessive restrictions on gifts to beneficiaries who are also heirs
5. Elderly or disabled testator6. Testator who behaves
strangely
![Page 8: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/8.jpg)
Techniques – The “Tool Box”
1. Include in terrorem (no contest) (forfeiture) provision
Beneficiary who contests and loses forfeits testamentary gift.
![Page 9: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/9.jpg)
Techniques – The “Tool Box”
1. Include in terrorem (no contest) (forfeiture) provision
Good faith/just cause contests will not trigger forfeiture.▪ PC § 64▪ EC § 254.005
![Page 10: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/10.jpg)
Techniques – The “Tool Box”
1. Include in terrorem (no contest) (forfeiture) provision
Strictly construed. Will not enforce if violate public
policy such as forfeiture for suing executor for breach of duty.
![Page 11: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/11.jpg)
Techniques – The “Tool Box”
1. Include in terrorem (no contest) (forfeiture) provision
Drafting guidelines:▪ Create substantial risk
![Page 12: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/12.jpg)
Techniques – The “Tool Box”
1. Include in terrorem (no contest) (forfeiture) provision
Drafting guidelines:▪ Create substantial risk▪ Describe triggering conduct
![Page 13: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/13.jpg)
Techniques – The “Tool Box”
1. Include in terrorem (no contest) (forfeiture) provision
Drafting guidelines:▪ Create substantial risk▪ Describe triggering conduct▪ Indicate beneficiary of forfeited property
![Page 14: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/14.jpg)
Will Contest Prevention
[continued]
![Page 15: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/15.jpg)
Techniques – The “Tool Box”
2. Do not explain reasons for property disposition.
![Page 16: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/16.jpg)
Techniques – The “Tool Box”
3. Avoid bitter or hateful language.
![Page 17: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/17.jpg)
Techniques – The “Tool Box”
4. Use holographic “back up” will.
![Page 18: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/18.jpg)
Techniques – The “Tool Box”
5. Enhance will execution ceremony.
![Page 19: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/19.jpg)
Techniques – The “Tool Box”
6. Video-record will execution ceremony.
![Page 20: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/20.jpg)
Techniques – The “Tool Box”
7. Select witnesses thoughtfully.
![Page 21: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/21.jpg)
Techniques – The “Tool Box”
8. Obtain affidavits of individuals familiar with testator.
![Page 22: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/22.jpg)
Techniques – The “Tool Box”
9. Document transactions with testator verifying intent.
![Page 23: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/23.jpg)
Techniques – The “Tool Box”
10. Obtain other evidence to document testator’s actions.
![Page 24: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/24.jpg)
Techniques – The “Tool Box”
11. Preserve prior will if better than intestacy.
![Page 25: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/25.jpg)
Techniques – The “Tool Box”
12. Reexecute same will on regular basis.
![Page 26: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/26.jpg)
Techniques – The “Tool Box”
13. Consider a more “traditional” disposition.
![Page 27: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/27.jpg)
Techniques – The “Tool Box”
14. “Trick” disinherited potential heir with inter vivos gift.
![Page 28: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/28.jpg)
Techniques – The “Tool Box”
15. Use non-probate techniques.
![Page 29: 1. Exclusion of natural objects of bounty 2. Unequal treatment of children](https://reader030.vdocuments.us/reader030/viewer/2022032722/56649cf55503460f949c391e/html5/thumbnails/29.jpg)
Techniques – The “Tool Box”
16. “Buy off” disinherited potential heir – contract not to contest.