Common Non-Tax Estate Planning Errors

I have posted an article which discusses common mistakes attorneys may make while preparing estate plans with the hope that by pointing out potentially troublesome areas, the reader will avoid the ramifications of drafting a flawed estate plan:  frustration of the client’s intent, financial loss to the client or the beneficiaries, personal embarrassment, and claims of malpractice or breach of fiduciary duty.

The article is divided into the following sections:

• Client Interaction
• Will Drafting
• Will Execution
• Trust Drafting
• Other Troublesome Areas

Although the article is based on Texas law, the basic principles are applicable in any jurisdiction.