Coachella Valley No-Contest Clauses Attorney
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Palm Desert Firm Advises on No-Contest Clauses in Wills and Trusts
CALIFORNIA LAWYERS EXPLAIN RULES ON TERMS DESIGNED TO PREVENT CHALLENGES
Many testators and trust creators have sought to discourage people from challenging their legal documents by inserting “no contest” clauses in their wills and trusts. These provisions state that potential beneficiaries who choose to challenge the legality of the instrument in question forfeit their right to any benefits they would receive based on that instrument. For example, a person who was to be given half of a decedent’s estate in a will would not collect any inheritance if they contested the will and lost. As these clauses can have a chilling effect on legitimate challenges, California and other jurisdictions have limited their enforceability. Whether you’re considering the use of a no-contest provision or are dealing with the effects of one, the experienced attorneys at Bochnewich Law Offices in Palm Desert will provide thorough advice and advocacy.
ATTORNEYS OUTLINE STANDARDS USED TO ENFORCE NO-CONTEST PROVISIONS
Courts strictly examine no-contest clauses, so any ambiguity will likely go against the party trying to enforce one. During a free initial consultation, our attorneys can explain how California Probate Code Section 21311 affects particular situations, such as:
- Challenges lacking probable cause — If probable cause exists to challenge a will or trust, then the no-contest clause will not be applied. Should probable cause not exist, benefits might be revoked if the objection is based on alleged forgery, incapacity, fraud or undue influence.
- Questions about property ownership — When a testator or trust creator specifically includes a no-contest clause addressing disputes over whether the grantor actually owns the property in question, that clause can be upheld.
- Applicability to specific amendments — Even if a no-contest clause exists somewhere else within a document, it might not be enforceable in an amendment that doesn’t contain the necessary language.
Despite its name, a no-contest clause doesn’t prevent any actual or potential beneficiary from challenging a will or trust. However, it’s best to obtain an informed perspective from a qualified attorney on the circumstances in your case before making a decision that could create a financial risk.
Contact a knowledgeable California wills and trusts lawyer for a free consultation
Bochnewich Law Offices advises Coachella Valley clients regarding no-contest clauses and other issues relating to wills, trusts and probate. Please call 760-776-1377 or contact us online to schedule a free initial consultation at our Palm Desert office.
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I have to say that Peter is also an unusual attorney in that he is compassionate and has a sense of what is just and appropriate; he will be honest and forthright with his client, but will absolutely fight to right a perceived injustice. I can't say enough great things about this attorney.
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With Peter’s guidance, we were able to navigate through a very stressful situation. Throughout the process, Peter was always available for questions and prompt with the right answers. At no time did we feel alone in this process. His compassion and experience were invaluable, and we were able to right a terrible wrong. I would highly recommend attorney Peter Bochnewich for your legal needs.”
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Throughout a long and sometimes difficult legal battle, my sister and I were constantly impressed by the depth of Mr. Bochnewich’s understanding of the law, his energy in applying it, and his intelligent and effective presence in court. We were also deeply appreciative of his warmth toward us and the deeply ethical behavior he exhibited both in and out of court. In the end, Mr. Bochnewich’s skills were responsible for removing the executor from the estate, and in our receiving a seven-figure judgment. I would not hesitate to recommend Peter Bochnewich to anyone seeking highly skilled legal assistance with estate and inheritance issues.”
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