There's a Caveat - Responding to Requests For Your Estate File
If the calls we receive at Lawyers Mutual are any indication, there has been a significant increase in estate litigation in recent years. A consequence of all that litigation is that estate planning attorneys are regularly receiving requests for their client files. The request may take the form of an informal p… Read More +
Estate Administration Traps
Examples of common estate planning errors. Read More +
Estate Planning Traps
Common estate planning errors Lawyers Mutual is seeing and how to avoid them. Read More +
Practice Points with Mark Scruggs: The Trustee’s Duty of Neutrality
Do you ever serve as trustee of a client’s trust? Read More +
Practice Points with Mark Scruggs: Conflicts and Confidentiality – the Bane of an Estates Lawyer
Practice Points with Mark Scruggs - Conflicts and Confidentiality Read More +
Military Survivor Benefit Plan – Practical Tips for the Practitioner
The most important points to remember when handling a case involving the Military Survivor Benefits Plan. Read More +
Estate Portability Update – New IRS Procedure Grants Relief for Missed Elections
Estate portability extension requirements. Read More +
Name an Individual as Beneficiary of a Qualified Retirement Plan
Avoid traps related to named beneficiaries of retirement plans Read More +
Revisiting Estate Portability
A reminder about the estate portability clause in the 2012 Taxpayer Relief Act Read More +
Estate Administration Tips and Traps
Pointers to help prevent estate administration errors Read More +
Deadline For Executors To Make Portability Election For Post-2010 Estates
Preserving the "Deceased Spousal Unused Exclusion" amounts in estate transactions Read More +
2010 Tax Relief Act: Estate, Gift and Generation-Skipping Tax Changes
Changes in tax law that may affect you and your clients Read More +
