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Tag Archives: Wills & Trusts

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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Protecting special needs clients during divorce (access required)

Women-Discussion-FEA

Divorce lawyers running a checklist with new clients should not over­look planning for special-needs family members, say lawyers with expertise in preparing for such needs. Disability and special needs issues arise in more families every year, according to Arlington lawyer ...

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