Avoiding Costly Caregiver and Sibling Litigation in High-Value Estates

Summary:

Host Bill Gross interviews Southern California litigation attorney Nick Van Brunt of Sheppard Mullin to unpack the costly legal landmines of blended families, same-sex marriages, and caregiver disputes. Real estate professionals will discover the strict legal standards of caregiver undue influence, the value of Certificates of Independent Review, and the limits of no-contest clauses. Van Brunt explains why videotaping estate signings often backfires and emphasizes how introducing professional fiduciaries can insulate highly complex real estate portfolios from emotional sibling standoffs.