Post by Clark Capital Management Group

Name: Your client’s estate plan is only as strong as its asset titling. A perfectly drafted trust can be
Uploaded: 2026-06-12T18:52:14.078Z
Channel: Clark Capital Management Group
Description: Your client’s estate plan is only as strong as its asset titling. A perfectly drafted trust can be completely undermined by an out-of-date beneficiary designation. Senior Wealth Planners Patrick Schu

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Your client’s estate plan is only as strong as its asset titling. A perfectly drafted trust can be completely undermined by an out-of-date beneficiary designation. Senior Wealth Planners Patrick Schultz, JD, CWS®, CEPA® and Shelby Anderson, JD, CEPA® share a real case where outdated policies ended in family litigation, and they explain how to make sure the same doesn't happen to your clients. Watch below. 👇

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