Trusts & Estates Law

Boilerplate Wills and Trusts Can Cause Unintended Consequences

October 5, 2011, 2:22 PM

As the variety of trust instruments available to estate planners increases, the amount of boilerplate or form language in such instruments seems to increase as well. When representing fiduciaries in trust and estate litigation, I see a surprising number of disagreements that arise from language no one likely gave much thought to when the document was drafted. A recent Virginia Supreme Court case reinforces why it is so important to review even the most mundane language of each and every instrument to make sure it accurately portrays the wishes and desires of each client.

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September 23, 2011, 10:23 AM

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