Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve great results for a client. Read on to learn more.
Latest posts by Elizabeth D. Mitchell (see all)
- How Specific Devises Impact Inheritance - August 28, 2025
- National Make-a-Will Month - August 14, 2025
- Estate Planning, Retirement, and Gratitude - July 25, 2024