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NW Legacy Planning

If Only They Were Fairytale Problems – Modern Day Cinderella Troubles

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NW Legacy Law Team
Drawing of Cindarella's step mom and two step sisters

When people remarry, the dynamics between children and step-parents is never over, even after one of the spouses has passed away. In cases when one spouse was a millionaire, a challenge to the will is almost expected. But one case in New York has an unexpected twist.

Perhaps if Dr. Nathaniel Shafer knew what was to come, he may have made some changes to his will that might have precluded a nasty dispute between his wife and his children from a previous marriage. By leaving a $10 million estate entirely to his wife and her child from a different marriage, Dr. Shafer set the stage for a battle that turned ugly fast.

Problem: Jennifer and Robert Shafer, the children from a previous marriage, are claiming that their stepmother filed a fake will. They want the court to throw that will out and to use an earlier will that leaves half of the estate to them. To prove their claim, the Shafer siblings are asking the court to waive a doctor-patient privilege so a therapist the couple saw can testify about their relationship.

The New York Post reported this story in an article titled "Siblings claim stepmom filed fake will to get $10M inheritance."

Claims of fake wills are not quite as common as claims of using undue influence to have someone create a new will. That might be because wills are not particularly easy to fake. It is not quite as simple as merely forging the deceased's signature. Wills require witnesses for a reason: so they can be called to testify that they did in fact see the deceased sign the will.

The original article does not explain how the siblings plan to get around the witness issue, if the witnesses are able to testify that they saw Shafer sign the will that was filed with the court. As is often the case, there may be more to this than meets the eye.

Avoid future estate administration issues by reviewing your estate planning in connection with life changes: new marriages, family additions, divorce, etc. Learn more about our law firm and your changing estate planning needs at one of our free Workshops. Attendees are then invited to schedule a complimentary hour with Attorney Thomas Hackett when he can review your current estate planning strategy and documents one-on-one. Please contact us at 360-975-7770 or at info@nwlegacylaw.com to sign up and learn more!

Reference: New York Post (August 28, 2015) "Siblings claim stepmom filed fake will to get $10M inheritance."

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NW Legacy Law Runs Hood to Coast

NW Legacy Law Runs Hood to Coast

Nicknamed the “Mother of All Relays”, Hood to Coast is a long distance relay of over 200 miles from Mt. Hood to the sandy beaches ...
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My Dear friend asked me to be the executor/trustee of her estate. I agreed not knowing how complicated that could be. Jake at Legacy Law walked me through each step and took care of most of the work needed. I am so thankful my friend chose Legacy Law to handle her trust as it made it so much easier for me.

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From start to finish, everyone at NW Legacy Law made the process of setting up a Trust as easy as possible. They are a very professional yet friendly and down-to-earth group to work with. We highly recommend their services!

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Everything was amazing. The whole team was fantastic. Special thanks to Kayleigh for making the entire process run so smoothly and for making everything super easy to understand when setting up our trust.

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