Being charitable can lead to probate litigation by upset heirs

Many Georgia residents give to charities, non-profits and other organizations whose work they believe in during their lives. Estate planning also allows them to be just as charitable after death. However, some heirs and beneficiaries might not be happy with or understand those choices, which could lead to probate litigation.

For example, a woman from another state left $1.2 million to the government of her county to care for cats and dogs. She loved animals and wanted to provide the local animal shelter with a gift. The shelter plans to use a large portion of the money to expand its facility and purchase a van needed to transport the animals.

The Tennessee woman's family apparently supported her choice, but not all families are as understanding. In other families, heirs and beneficiaries might balk at giving such a large gift to an organization rather than distributing it to family. Allegations could be made that the deceased family member was not in his or her right mind or that someone from the organization used coercion to obtain the gift.

In some instances, either of these scenarios could be true. However, if there is a chance the allegations in the probate litigation could be true, the matter should be explored. Even if it turns out that a person of sound mind made the gift without undue influence, everyone involved will know that the decedent intended for the charitable gift to be made. Some heirs and beneficiaries might not be pleased with that result, but the wishes of the Georgia resident should be carried out in accordance with his or her last will and testament.

Source: johnsoncitypress.com, "Woman bequeaths $1.2 million to Carter dogs and cats", John Thompson, Dec. 27, 2016

No Comments

Leave a comment
Comment Information

Mr. Teiger, Thank you very much for your time and results. I will definitely recommend you & your firm to anyone who wants to be treated professionally courteously and needs results.Hope all is well.Again...thank you. Regards, Paul L.

msg iconEmail Us For a Response

When you have legal questions or concerns, contact our team at Teiger Law Center, P.C., by calling 678-374-7645, 800-780-2275 or reach us via email by completing our online contact form. From our Cumming and Alpharetta law offices, we represent clients in the Atlanta metro and throughout north Georgia.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Cumming Office
514 West Maple Street
Suite 101
Cumming, GA 30040

Toll Free: 866-726-2153
Phone: 678-374-7645
Fax: 770-406-8858
Cumming Law Office Map

Alpharetta Office
12600 Deerfield Parkway, Suite 100
Alpharetta, GA 30004

Toll Free: 800-780-2275
Phone: 678-374-7645
Fax: 770-406-8858
Map & Directions