Two recent conversations at Summit, one about blended family planning and one about trust language, highlight a challenge that shows up more often than attorneys might expect: clients and even attorneys sometimes read estate planning documents more literally than the drafters intended. This article explores how terms like “equal” and “irrevocable” can create real confusion and why helping clients understand how a plan actually functions matters just as much as how carefully it was drafted. Continue reading to learn more.
Latest posts by Mathew Johnston (see all)
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