Extending Abatement to Non-Probate Succession

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dc.creatorSiegel, Mark R.
dc.date.accessioned2022-06-20T17:26:23Z
dc.date.available2022-06-20T17:26:23Z
dc.date.issued2021
dc.description.abstractOf necessity, the estate planner will have to educate and discuss the abatement issue with the client. The question of who gets assets when there is not enough to go around must be raised. Finding out the client’s wishes as to whether non-probate property beneficiaries are to be called upon to contribute is essential. Far from leaving things to chance, the client’s intent whether to opt out of the default provisions in the context of probate and non-probate transfers should be coordinated and expressed in the governing instruments. Ascertaining whether the client intends to favor beneficiaries of non-probate property should not be overlooked when drafting the estate plan.en_US
dc.identifier.citation13 Est. Plan. & Cmty. Prop. L. J. 487en_US
dc.identifier.urihttps://hdl.handle.net/2346/89673
dc.language.isoengen_US
dc.publisherEstate Planning and Community Property Law Journalen_US
dc.subjectEstate planningen_US
dc.subjectAbatementen_US
dc.subjectNon-probate propertyen_US
dc.subjectPayment of claimsen_US
dc.subjectProbateen_US
dc.subjectAssetsen_US
dc.subjectDebtsen_US
dc.titleExtending Abatement to Non-Probate Successionen_US
dc.typeArticleen_US

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