Estate tax malpractice—PART II
By Robert Feinschreiber & Margaret Kent
Trusts and Estates,
November 1999
The diversity of malpractice claims includes loss of the marital deduction, loss of the alternative valuation option, loss of "less than fair value" valuation, failure of life insurance trusts, inadequacy of disclaimers, late payments, erroneous tax returns, inheritance tax returns, misapplied Clifford trusts, misuse of QTIP trusts, erroneous fiduciary income tax returns, and the like.
Estate tax malpractice—PART I
By Robert Feinschreiber & Margaret Ken
Trusts and Estates,
October 1999
Executors are increasingly willing to pursue malpractice claims against estate tax professionals, as witnessed by two recent cases, Stevenson v. Severs, 82 AFTR2d. Par. 98-6912 (D.C. 1998), and Johnson v. Sandler, Balkin, Hellman & Weinstein, 958 S.W.2d 42 (Mo.App.1998).
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