Is the Document Valid?

March/April 2022
Nebraska CPA
Read Time: Less than 1 minute

In most cases, estate plan documents (e.g., wills, trusts, and powers of attorneys) are prepared and executed under inconspicuous circumstances. Sometimes the circumstances under which these types of documents are executed beg questions about their validity.

In the March/April issue of the Nebraska CPA, Minja Herian and James Tews review the most common bases on which to challenge the validity of estate plan documents and emphasize the unique position CPAs may find themselves in to observe signs of such bases and document the situation in the event of a future legal dispute.

Read their full article at the link below. 

This content is made available for educational purposes only and to give you general information and a general understanding of the law, not to provide specific legal advice. By using this content, you understand there is no attorney-client relationship between you and the publisher. The content should not be used as a substitute for competent legal advice from a licensed professional attorney in your state.

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