Seminars

Sometimes a poorly drafted estate planning document is worse than no document at all.  Erica Johnson will show you real examples of clauses from wills, trusts and powers of attorney that were poorly drafted. Often documents downloaded from the internet or created from a software program have conflicts and/or errors that the untrained eye won’t even see.   Erica will discuss the real life implications of having poorly drafted estate planning documents both during incapacity and when someone passes away.

This new statute gives us the ability to modify trusts which have become irrevocable.  This gives life insurance agents and certified financial planners additional flexibility when they are assisting their client who have irrevocable trusts.