Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, May 25, 2018

Resolving California Trust and Estate Disputes – A Mediator’s Perspective

EpsteinMany trust and estate disputes are settled through mediation rather than a final adjudication or actual trial. This lowers the overall stress and expenses of the ordeal.

Bette Epstein, who mediates for ADR Services, says that the right time to meet for mediation is "when the parties are prepared to make binding decisions on the day of the mediation and to sign an enforceable agreement reflecting those decisions." The most important ingredient in feeling confident enough to make binding resolutions is having all the available information as it pertains to the agreed upon decision.

"As the mediator, my goal is to end the mediation session with a written agreement reflecting the understanding of the parties," Epstein concludes. The terms may vary depending on the parties needs.

See Jeffrey S. Galvin, Resolving California Trust and Estate Disputes – A Mediator’s Perspective, Trust on Trial, May 21, 2018.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.


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