Is the Document Valid?
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.