I am often asked whether it is better to amend or restate a client’s trust. It is almost always better to restate. I explain the reasons why in today’s video blog.
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
www.aaepa.com
Director of Education, American Academy of Estate Planning Attorneys
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Thank you, Stephen, for this video on Restating vs Amending a trust. You made it so clear. It was reassuring to hear that restating is pretty much the norm since that is what I always do.
Thanks, Dana, for your kind words.
Steve