Disagreements among beneficiaries

When a loved one passes, emotions can run high. And although there is a shared sense of sadness and grief, not everyone will see eye-to-eye on what happens next. This is especially true when it comes to the distribution of wealth after someone dies.

It's certainly not atypical for an already strained family dynamic to come to the surface when a loved one's estate is in the process of being settled. Disagreements arising from differing points of view related to past responsibilities (or lack thereof) in caring for an ailing parent, financial disparities among the beneficiaries, past estranged relationships, or factoring in how step-siblings or ex-spouses fit into the equation all can lead to a pitting of family members against each other.

For example, let’s say you had assumed responsibility caring for your mom the last few months. Now, she has passed away and you find that you and your sister were left unequal amounts in your mother’s Will. Why was your sister left such a significant amount of assets and property?

Maybe there was a reason – did your mom explain it in her Will? Or maybe you feel your sister improperly influenced her to change the Will without you knowing? Do you fear your mother was the victim of financial mistreatment?

What if a family member contests the Will? What if your siblings disagree with the division of assets in the estate? Or a beneficiary challenges how to interpret your parent’s Will?

Handling such disputes requires both knowledge of the substantive laws governing trusts and estates, and a thorough familiarity with the rules of evidence and procedure. In addition to the necessary technical skills, Czepiga Daly Pope & Perri also possesses the experience, sensitivity and professionalism required in handling and resolving these often stressful and complicated matters.

If you find yourself struggling with disagreements among beneficiaries contact our probate litigation attorneys.

Relation Information:

Estate Planning and Disgruntled Heirs: Ways to Avoid the Fight
Inheritance: The #1 Cause of Sibling Rivalry
Inheritance Expectations: Can They Be Challenged Ahead of Time?
Challenging a Will in Connecticut - What You Need to Know