Welcome to the first “Drafting Do’s and Don’ts” column. As a senior wealth strategist at UBS, each year I review estate planning documents prepared by hundreds of law firms from across the country. Most of those documents are well-crafted, but some are not quite up to snuff. This column will explore why the language chosen in a particular situation was sub-optimal, hypothesize about why mistakes were made, and offer suggestions for how that drafting could have been improved.
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