Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, and corporate law.
February 8, 2022
When a trust or estate plan is created, many people assume that it is iron-clad from a legal perspective but that is not always true. In this episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Monte Schatz, Managing Member at Vandenack Weaver discuss common trust and estate litigation and some things you can do to avoid it. How do poorly written trust plans contribute to litigation? How do you prove documents are valid? What are the requirements of critical documents? What is a breach of fiduciary duty and what’s most likely to cause this claim? Learn about these issues and more in today’s episode.
Common Trust and Estate Litigation
Bonnie Boryca is a member of Erickson | Sederstrom’s litigation, employment, construction, technology, and appellate practice groups. Her practice focuses on complex commercial and business litigation, technology litigation, employment matters, and trust and estate disputes. Bonnie has the experience to assist clients in reaching resolutions and achieving results.
April 19, 2022
On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Bonnie Boryca, a partner at Erickson Sederstrom, focus their discussion on will contests and lawsuits challenging the validity of a trust. These are common trust and estate litigations so tune in to hear real-world examples and learn more about the types of litigation, a few reasons these documents are challenged, the differences between this type of lawsuit and others, how to avoid these disputes and when you should challenge a will or trust.