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Steer Clear of Malpractice: The Importance of Special Needs Planning Provisions in Revocable Living Trust Drafting

Revocable living trusts are a common “basic estate planning” tool used to ensure probate avoidance. A supplemental needs trust embedded in the trust is designed for a beneficiary who may be disabled at the time of inheritance. However, revocable living trusts frequently do not contain supplemental needs planning provisions. This absence can create havoc and financial damage to a family when a supplemental needs person is designated as a beneficiary of the trust.

Join Brian Albee, J.D. as he discusses how:

  • To include language in your revocable living trusts that will provide you and your clients protection from future trouble should their beneficiaries be deemed disabled.
  • Including this flexibility in the trust will allow the trustee to make distributions appropriately, no matter the future status of beneficiaries

Please take this opportunity to learn about the importance of these trust clauses which can help you steer clear of malpractice claims in your revocable living trust drafting practice.

Webinar Recorded: March 11, 2021
Presented by Brian Albee, J.D.
Duration: 57 minutes

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