#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids
Update: 2025-08-18
Description
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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