The Art of Estate Planning Podcast
#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids
18 Aug 2025
It’s not the most common estate planning strategy … but it’s also not as rare as you might think. What do you do when a client says they want to skip over their adult children and leave everything directly to the grandkids? In this episode, we unpack: The legal and strategic considerations when skipping a generation The unexpected pitfalls that the testator is likely overlooking How to navigate the conversation with the testator Whether you’ve seen it before or suspect it’s coming your way, this episode will help you prepare.
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