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Tag Archives: Wills & Trusts

Trusts and Estates Practice 2016 (access required)

E000242

This special section focuses on Trusts & Estates Practice. It contains stories that hit on some of the current issues in this field, including: Elective share. A Northern Virginia firm will be trying a malpractice suit this fall relating to ...

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Harmless error rule allows use of ‘de facto will’ (access required)

Last Will and Testament FEA

Virginia lawyers have had a tool to validate wills that fail to meet the strict requirements of authentic­ity for almost nine years. Lawyers report increasing use of what has been called the “harmless error rule” for wills that don’t quite ...

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Make sure your beneficiary designations are heir tight (access required)

Contract-Review-FEA

An often-neglected area in the world of benefit plan administration is the beneficiary designation form. Many participants complete their beneficiary designations incorrect­ly because they don’t read the in­structions carefully or don’t under­stand the instructions. Beneficiary designation forms are often filed ...

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The new relevance of income taxes in estate planning (access required)

Estate Planning Seniors FEA

Historically, estate planning has focused more on estate, gift, and generation-skipping taxes, and less on income taxes. Therefore, most estate plans for affluent cou­ples include what is often referred to as “A-B Trusts.” Following the substantial changes made by the ...

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Client’s Legal Malpractice Claims Advances (access required)

A Loudoun County Circuit Court denies cross-motions for summary judgment filed by the parties in a suit alleging defendants committed legal malpractice in asserting a claim for the spousal elective share by filing a counterclaim against decedent’s estate in the ...

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