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Old 02-13-2024, 10:54 AM   #45
Fuzzy14
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If you want to give stuff to your kids, do it while inter vivos (alive) so they cannot contest it while gone AND it doesn't have to be manually done via instructions in the will.
I don't disagree with anything in DoubleF's post. Just be careful in that, if you are concerned about your estate being challenged, the fact that the transfer occurred prior to your passing does not automatically shield your beneficiaries and executors from a possible dispute.

If you have concerns about it, you should talk to a lawyer. They will help you navigate possible appearance of undue influence and, where applicable, how to deal with the presumption of resulting trust. In some situations, if the cost stars align, both tax and administrative, settling an inter vivos trust can be your best option.
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