Real Estate Can Complicate Even the Best Estate Plan
Estate plans can get complicated when real estate, trust language, and family expectations do not line up, especially when property is sold before beneficiaries receive what they were promised.
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss how real estate should be handled inside an estate plan, why the wording of a trust can determine whether beneficiaries receive a specific property or the proceeds from its sale, and how no-contest clauses may help reduce family conflict. They also explain the difference between general and limited powers of appointment, why…
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