JDSUPRA: “I recommend that before an ill or very elderly person signs a will (or trust), that the estate planning attorney obtain a note from a doctor as to the person’s mental capacity. Doing so will help create a record that will make it more challenging to contest the will (or trust) on the basis that the person lacked testamentary capacity (i.e., the requisite mental capacity in order to execute a will or trust).”
On the Net2018-03-12T08:55:56-07:00March 12th, 2018|Estate Planning, Guardianship, Healthcare Directives, Retirement Planning|
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