Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve great results for a client. Read on to learn more.
Latest posts by Brandon McGee (see all)
- When Estate Planning Documents Say One Thing—and Mean Another - August 12, 2026
- Will My Estate Be Subject to Estate Taxes? - August 5, 2026
- Celebrity Estate Planning: Tony Hsieh’s Estate Is Back in the News - July 29, 2026