News & Analysis as of September 9, 2025

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The Importance of Formal Communications When Amending Trusts

The Estate Lawyers on 3/31/2025

A recent appellate case serves as a valuable lesson for both estate planners and beneficiaries about adhering to formal procedures when making changes to a trust. The court found that the mere exchange of emails was...more

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The Importance of Formal Communications When Amending Trusts

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