Moses & Singer

Reforming a Will for Tax Savings

May 19, 2017

WealthManagement.com

By: Carole M. Bass

When changes in the law occur, it’s important to revisit your clients’ estates plan to make sure that those changes don’t adversely impact formula provisions in their wills. While a court may permit a will to be reformed to correct such adverse consequences, the wiser course is to avoid the necessity for court intervention.

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