An estate plan is designed to protect and distribute the assets of an individual, individuals or an entity.
In doing so, the goal is to make the intentions of the owner and his/her/their distributions of the trust clear.
Unfortunately, ambiguous language in a trust can leave the trust, it’s trustee or successor trustee, open to litigation.
The word “Spouse” for instance, resulted in a costly and time staking litigation that could take anywhere from 1 – 5 years to settle.
Our firm specializes in high net worth asset protection. Call us today for your free consultation and we’ll schedule your trust review.
Are your assets protected?