Why Old Estate Plans Become Dangerous Over Time
In this episode of The Legal Exchange with Todd Lutsky, Todd and Susan Powers break down real court cases involving second marriages, joint accounts, powers of attorney, revocable trusts, and allegations of undue influence — highlighting the planning mistakes families make before it’s too late. Also covered:
Why revocable trusts helped protect assets during an inheritance dispute involving grandchildren and allegations of undue influence
How misuse of AI in court filings created major legal problems in an estate case
Why second marriages often require far more planning than a simple will
The…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.