Avoiding Malpractice in the Estate Planning Field

The June 2010 edition of The Estate Analyst is comprised of an article by Robert L. Moshman (attorney and writer) entitled Estate Planning Malpractice:  A Best Practices Checklist as well as an interview with Robert G. Alexander, a prominent estate planning attorney and lecturer.    

The introduction to the article and the June 2010 edition of The Estate Analyst is below:

Estate planning and estate administration practice go hand in hand. Each time an estate is planned, there is a potential estate that the practitioner may have an opportunity to serve someday. There is also a potential lawsuit if the estate does not fare well.

Let’s review how an estate planner can best serve clients…while avoiding liability. Several planning scenarios that can lead to difficulty come to mind. A checklist has also been developed to avoid oversights and protect against claims.