Avoiding Haunted Trusts: When Drafting Errors Create Lasting Problems 2026

Tax attorney Megan Jones will co-host a CalCPA webinar all about what not to do when drafting trusts. Errors such as ambiguous language, overlooked contingencies, tax planning omissions, and poor or inaccurate wording can not only undermine a grantor's estate planning wishes but also lead to embarrassment – or worse – for the lawyer who committed them. During this presentation, Megan will detail these common mistakes and explain how to avoid them, utilizing real-world examples and court cases that illustrate how even minor drafting errors can have major consequences.