Course for financial professionals

What do I do with this Bypass Trust?!? Case Study: How to fix an outdated Will or Trust

April 17th, 2018 7:30 am - 8:30 am
Location: Meredith Law Firm, PC
10200 Grogan's Mill Road
Suite 220
The Woodlands, Texas 77380
Fees: Complimentary. Breakfast will be served
An estate plan is not like a fine wine that gets better with age just by sitting in the cellar. On the contrary, an estate plan is more like a pre-owned car ... it needs a tuneup from time to time. Many families created a Will or Trust that was perfect at the time, but now, due to changes in the law or their life, is outdated. For example, 10 years ago a great plan often included a Bypass (Family) Trust and a Marital (QTIP) Trust, but now those may actually cause more harm than good. This month we'll be looking at changes a family can make if they have an older plan, and how to fix an outdated plan after someone has passed away. We hope you can join us!
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