Avoiding & Fixing What Can Go Wrong in Flow-Through of Assets in Estate Planning

Learn how to draft wills and trusts to avoid common issues that arise with the flow-through of assets in estate planning and how to address funding issues and problems that arise when planning fails.

If you have a fabulous estate plan but don’t align the reality of your assets with that plan, the consequences can be disastrous and expensive. In today’s estate planning landscape, flow-through plans are ubiquitous. Hear from experienced estate planner, Jennifer Taddeo, and litigator, Darian Butcher, as they discuss strategies for drafting, funding, and fixing in the context of these common and complicated plans.