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Common Drafting Mistakes and the Consequences for Trustees

Contains material from Sep 2020

Common Drafting Mistakes and the Consequences for Trustees
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Examine common drafting mistakes seen by trustees.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 | 0.25 ethics
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 9/30/2021

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Preview Sessions
Credit

1. Delusional Drafters and the Consequences for Tyrannized Trustees (Sep 2020)

Lynnelle Loke Moore, Nancy Sosa

0.75 0.25 0.00 0.75 | 0.25 ethics
Preview Materials

Download session materials for offline use

(mp4)
46 mins
(mp3)
45 mins
(pdf)
12 pgs
(pdf)
13 pgs
Session 1 — 46 mins, credit 0.75 | 0.25 ethics
Delusional Drafters and the Consequences for Tyrannized Trustees (Sep 2020)

Examine common drafting mistakes seen by trustees.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
Nancy Sosa, Cadence Bank - Austin, TX

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