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Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances Published by Investment Executive February 28, 2024 A hotchpot clause is a legal provision often found in a will that aims to ensure a fair distribution of assets among beneficiaries (usually residual) by considering any advances or gifts made to the beneficiaries during the testator’s lifetime. I created a tagline to help with the estate distribution calculation when a will in
MICHAEL KULBAK
Feb 27, 20244 min read
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