According to the children, these items are part of the inventory of personal property conveyed by certain trusts established for their benefit. Williams’ trust granted his children his memorabilia and awards in the entertainment industry as well as some other specific personal items, according to court documents.
His widow, Susan Williams, claims that since they lived together in their own house in Tiburon, and there was a separate residence in Napa, it stands to reason he wanted the children to receive items from the Napa residence and she is to receive the property from the Tiburon home.
Attorneys for the two sides appeared to offer conflicting characterizations of the court case. Susan Williams’ attorney said she is just seeking clarification from the court; the attorney for the children says she has accused them of stealing items belonging to her.
The probate court in California will look first at both Williams’ will and the documents that established the trusts for the children. The court will seek to determine if those documents delineate who gets exactly what. If neither document contains either an inventory of each item of personal property with instructions as to who shall receive it or a broader instruction perhaps suggesting “all other property contained at the Tiburon residence or the Napa residence,” then the court will have to engage in a more difficult analysis to determine what Williams’ wishes were when he set up the trusts and executed his will.
As this contest is occurring in San Francisco and the family lived in the state, California trust and estate law will control the legal issues to be resolved.
The Robin Williams’ estate underscores the need to specify exactly which personal items you are giving to family members by a trust or will so there is no ambiguity once you pass. It’s this ambiguity that causes family in-fighting and costs excessive amounts of time, money, and energy, even (and maybe even especially) when the estate is of small value.
Especially in a blended family situation, like with Robin Williams family, it’s important to be exceedingly clear about whether children from a prior marriage should receive any money or other assets at the time of your death or if they should wait for all inheritance until the death of your spouse.
This is one of the situations that is most likely to result in strife and complication after death, and it’s so straightforward and easy to deal with ahead of time.
The best way to learn about protecting your family is to talk with your Newport Beach Estate Planning Attorneys at the Meier Law Firm about an Achieve Your Dreams Planning Session, where we can identify the best strategies for you to provide for and protect the financial security of your loved ones.