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Monthly Archives: June 2022

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How Differences In State Law Can Affect A “No Contest” Clause In A Will Or Trust

By Legacy Protection, LLP |

In an effort to minimize any potential litigation after they die, many people place what is known as an in terrorem or “no contest” clause in their will or trust. A no-contest clause typically disinherits a beneficiary if they take any legal action to dispute the validity of the underlying will or trust. In… Read More »

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SpecNeedsTrust

Third Party Vs. Self-Settled Special Needs Trusts

By Legacy Protection, LLP |

Special Needs Trusts (SNTs) are a special type of trust used to protect a person’s ability to continue receiving needs-based government benefits, primarily Medicaid and Supplemental Security Income (SSI). Because a beneficiary of such programs cannot legally more than a specified amount of assets, it is often necessary to create a SNT to ensure… Read More »

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How Can Someone “Disclaim” Their Inheritance From An Estate?

By Legacy Protection, LLP |

Although you typically hear stories in the news about people fighting over an inheritance from a deceased relative, what about the reverse? That is, what if someone is entitled to an inheritance but does not want it? Can they legally refuse? The simple answer is “yes.” Nobody can be forced to accept a bequest… Read More »

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