In this presentation, Vanessa Terzian uses examples from actual client documents to demonstrate common drafting errors. These examples have been collected during her almost twenty years of practice, including working as a corporate trustee. Vanessa will explore the most likely causes of these errors and draw lessons of broader applicability. By understanding the mistakes others have made, attendees will learn to draft trusts that are more tax efficient, creditor proof, flexible, easier for clients to understand, less ambiguous, shorter, and more elegant.
Important Points:
Designed for beginning estate planning attorneys, this comprehensive course provides a practical fou...
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