Decedents sometimes leave an estate plan that creates more problems than it solves. Under the laws of most states, various judicial and nonjudicial options exist with which to repair estate planning defects after-the-fact. It is important to our practices that we have a comprehensive understanding of the following potential solutions:
- Trust modifications, decanting, premature terminations, settlement agreements
- Construing or reforming governing instrument language
- Beneficiary waivers, releases and consents
- Virtual representation
- Disclaimers or renunciations
Join us on November 14, 2023 at 9:45am PDT for an online estate planning program and earn continuing educations credits for attorneys (MCLE) and/or CPAs (CPE).
CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours
