Top 5 Tips to Avoid Malpractice Claims

By WealthCounsel Staff on Nov 5, 2021 10:00:00 AM

malpractice

Dealing with a malpractice claim can be very stressful and take a lot of time away from your business and clients. In addition to lost revenue, you may have to pay a settlement, court costs, and your own attorney’s fees. Your reputation as a lawyer could also suffer permanent damage. 

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Yours, Mine, or Ours?

By WealthCounsel Staff on Oct 29, 2021 10:00:00 AM

CommunityProperty_blog

Helping Clients Plan for Community Property in a Separate Property State 

If you are an estate planner, chances are you practice in a separate property (or common law) state. After all, there are only nine community property states. But that does not mean that community property will not appear on your radar.

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Can a Beneficiary’s Share be Contingent on their Marital Status?

By Jill Roamer, JD, CIPP/US on Oct 27, 2021 12:57:00 PM

Beneficiarys-Share

I do, or I don’t – can a Settlor dictate how a beneficiary’s share is distributed based on the beneficiary’s marital status? Or, is such a trust provision void as a matter of public policy as an unlawful constraint on marriage? In a new case, the Indiana Supreme Court ruled that the Settlor can make such a trust provision and it will be upheld.

Topics: legal news
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