10/17/2026
A trust can be carefully drafted, but it still needs to match how a client’s assets are actually owned. 📄
For advisors and CPAs, this is an important detail to flag.
If accounts, real estate, or other assets were never retitled, or if beneficiary designations do not align with the trust, the plan may not work the way the client expects.
That is why the legal documents and the ownership details should be reviewed together.
At McDevitt Law Group, our attorneys work with clients and their trusted advisors to help make sure the estate plan reflects the full picture.
When your client has a trust, we can help review whether the details are aligned: https://www.mcdevittlawgroup.com/estate-planning