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Laura Morris advises practitioners to memorialize a settlor's intent right in the trust or in a memo to the file.
Drafting to Avoid Probate Litigation and Administration Challenges
On-Demand Seminar (Posted 04/19/16) | Level: Basic/Intermediate
Insulate your trusts from probate and administration challenges. Draft flexible trusts that anticipate changes in circumstances, memorialize the settlor's intent, and deal with nonprobate assets and personal property.
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