Join the CalCPA Estate Planning State Committee and guest speaker Megan Jones and Jonathan Lurie of Vedder Price to discuss the pitfalls of poor Trust drafts.

Trust drafting errors can completely undermine a grantor’s estate planning wishes and even possibly lead to litigation. Not only embarrassing for the attorney who drafted such mistakes, these dashed plans can also lead to losing the client or worse. Ambiguous language, unplanned for contingencies, a lack of tax planning, bad or incorrect wording and just not understanding current law, are all mistakes which can be avoided. This presentation provides an in-depth discussion of frequent mistakes made in trust documents, along with practical, actionable strategies for avoiding them. Drawing on real-world examples and important court rulings, this session highlights how even minor drafting oversights can lead to disastrous consequences for both grantors and beneficiaries.    

This course will award CPE (as earned). If you’d like to register for the FREE version with no CPE, please select this course: Avoiding Haunted Trusts: When Drafting Errors Create Lasting Problems 2026 (no cpe)