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Ep. 17 If There’s a Trust, Why Is There a Fight?

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Manage episode 407333521 series 3559507
Content provided by Ron Greenwald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Greenwald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Matthew Owens gives the inside scoop on everything you ever wanted to know about trusts but were afraid to ask – and some of what you’ll hear might just surprise you.

Trusts, estates, inheritance disputes – all part of a day’s work for attorney Matthew Owens. In this informative interview, Matthew gives listeners the inside track on how to avoid challenges to a trust, and more importantly, how to reduce the risk of litigation and still keep the family together for Thanksgiving.

The roadmap though life, family dynamics and potential fighting over estate plans can be effectively mitigated before they happen with the right plan in place. Matthew shares his expertise and gives listeners a first-hand account of how a trust is challenged - often on the grounds of lack of capacity or undue influence - and how those challenges are proven in a court of law. He covers many other common trust-related scenarios, and gives valuable advice on how to recognize whether a plan makes sense for the family. A must-listen.

Let’s Get Social!

Website: https://www.withersworldwide.com/en-gb/people/matthew-owens

LinkedIn: https://www.linkedin.com/in/matt-owens-462a7124/

Twitter: https://twitter.com/Trust_Litigator

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 407333521 series 3559507
Content provided by Ron Greenwald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Greenwald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Matthew Owens gives the inside scoop on everything you ever wanted to know about trusts but were afraid to ask – and some of what you’ll hear might just surprise you.

Trusts, estates, inheritance disputes – all part of a day’s work for attorney Matthew Owens. In this informative interview, Matthew gives listeners the inside track on how to avoid challenges to a trust, and more importantly, how to reduce the risk of litigation and still keep the family together for Thanksgiving.

The roadmap though life, family dynamics and potential fighting over estate plans can be effectively mitigated before they happen with the right plan in place. Matthew shares his expertise and gives listeners a first-hand account of how a trust is challenged - often on the grounds of lack of capacity or undue influence - and how those challenges are proven in a court of law. He covers many other common trust-related scenarios, and gives valuable advice on how to recognize whether a plan makes sense for the family. A must-listen.

Let’s Get Social!

Website: https://www.withersworldwide.com/en-gb/people/matthew-owens

LinkedIn: https://www.linkedin.com/in/matt-owens-462a7124/

Twitter: https://twitter.com/Trust_Litigator

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

  continue reading

45 episodes

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