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Trusts, Estates, and Co-Inheritors 

Click for a comprehensive list of articles, discussions, and interviews by BMC Associates regarding Trusts, Estates, and Co-Inheritors or scroll through the list to find an article of interest.


  • Managing Conflicts and Family Dynamics in Your Family’s Philanthropy
    Deborah Brody Hamilton
    Philanthropic families face challenges in managing their conflicts from a family dynamics perspective as well as from a philanthropic perspective. This issue paper explores the problem of conflict in a family practicing philanthropy and describes how it typically surfaces. It offers advice and guidance from experts on how to manage these conflicts, shares stories of families who have experienced conflict, and describes how they have addressed this conflict.
  • Mediation in Estate Planning: A Strategy for Everyone’s Benefit
    Elder's Advisor
    John Gromala and David Gage
    Fall 2002
    Mediation has been used for years for resolving will and trust contests and disputes among heirs and between heirs and personal representatives. Using examples of cases, the authors describe why it is much better to nip these problems in the bud—during the planning stage—before they have a chance to damage important relationships.
  • Estate Planning and Family Business Mediation
    ADR Report
    Laura Bachle
    June-July 2001
    The benefits of using mediation for estate planning and disputes arising from a family business are many. Key among them is the usefulness of confidentiality, --a factor usually not present in estate or business planning. Only mediation holds a promise of reconciliation. Only a mediator is impartial and non-judgmental. Only mediation provides for self-determination.
  • Trustee / Beneficiary Mediation = Less Litigation
    Trusts & Estates
    John A. Gromala and David F. Gage
    November 2000
    John Gromala and David Gage discuss how mediation can be extremely useful in situations where the beneficiaries of trusts and trustees come to be at cross-purposes. Misperceptions and misunderstandings can creep into the relationships between beneficiaries and trustees and the consequences can be serious and costly. Mediators are in a position to sit down with the parties involved—separately and together—and foster cooperation and collaboration so that a mutually satisfying resolution to the problem can be achieved with minimal time and expense.
  • The Use of Mediation in Estate Planning
    Trusts & Estates
    John A. Gromala and David Gage
    September 2000
    John Gromala and David Gage introduce the use of mediation as an estate-planning tool. They describe how the use of a mediator provides the attorney with a way to be professionally ethical and avoid possible conflicts of interest without sacrificing the clarity that is achieved when one person has separate discussions with each interested party. The mediation process can provide attorneys, accountants, and financial advisors with valuable information about the clients' subjective interests and needs that should be addressed in the estate plan.
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