Darcy K. Houghton

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October 2, 2012
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Darcy K. Houghton: Thoroughly read estate planning documents

This month, rather than share about how to focus on designing an estate plan, let's discuss the plan you may already have. The first question I have is Have you read it? I mean really read it?

More and more, I am reading documents that don't share the terms that the grantor likely wanted. A colleague recently had a client bring in an old trust that started with the standard dispository language "giving the client's assets to" but then the next section was blank. There was no discussion of who was to receive the assets. Whenever I would deliver an …

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The Nevada Appeal Updated Oct 2, 2012 03:05AM Published Oct 2, 2012 03:04AM Copyright 2012 The Nevada Appeal. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.