In this presentation, Vanessa Terzian uses examples from actual client documents to demonstrate common drafting errors. These examples have been collected during her almost twenty years of practice, including working as a corporate trustee. Vanessa will explore the most likely causes of these errors and draw lessons of broader applicability. By understanding the mistakes others have made, attendees will learn to draft trusts that are more tax efficient, creditor proof, flexible, easier for clients to understand, less ambiguous, shorter, and more elegant.
Important Points:
This program will cover the sources from which practitioners can gather documents, witnesses, and ot...
Revocable versus irrevocable, dynasty versus by-pass and special needs versus Medicaid asset protect...
In today’s fast-evolving digital landscape, data privacy is no longer just a compliance checkb...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
The GENIUS Act — signed into law on July 18, 2025 — marks the first comprehensive U.S. l...
"I think he drinks too much - but he's my boss!" “She's the firm's rainmaker, but something i...
Session 8 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
Session 7 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
Congratulations! You have successfully completed law school and passed the bar exam. You’re al...
Permission to Pivot: Ethics, Well-Being, and Redefining Your Legal Career examines the intersection ...