Two recent conversations at Summit, one about blended family planning and one about trust language, highlight a challenge that shows up more often than attorneys might expect: clients and even attorneys sometimes read estate planning documents more literally than the drafters intended. This article explores how terms like “equal” and “irrevocable” can create real confusion and why helping clients understand how a plan actually functions matters just as much as how carefully it was drafted. Continue reading to learn more.
Amy Lazas is the owner of Providence Law Group, LLC., where she works with clients in the areas of estate planning and administration. Prior to her legal career, Amy worked in large corporate organizations for over 20 years marketing and selling products and services. She also managed corporate partnerships in the U.S. and Internationally Read More!
Latest posts by Amy Lazas (see all)
- Spring Summit 2026: Laissez Les Bons Temps Rouler - June 1, 2026
- When Estate Planning Documents Say One Thing—and Mean Another - June 1, 2026
- That Would Never Happen: The Most Dangerous Words in Estate Planning - April 1, 2026
