Montgomery County Bar Estates & Trusts Section on “Will Caveats: An Overview”

On March 4, 2019, Rob Grant spoke to the Montgomery County Bar Estates & Trusts Section on “Will Caveats: An Overview,” and discussed the grounds for filing a will caveat, drafting a petition and response, and procedural issues to consider including the statute of limitations; transmission of issues to the Circuit Court; and the interplay between a caveat and other estate-related litigation. The presentation also covered a litigator’s view of considerations for scriveners including in terrorem clauses and best practices for will executions.