Clients create Estate Plans to work in a certain way. They raise their concerns with the drafting attorney and a qualified Estate Planning attorney includes safeguards to ensure that the plan works as intended and desired yet contains provisions flexible enough to change if circumstances require a change. Almost all of us have read or heard of cases in which the plan did not work as intended and litigation ensured. In fact, we often read about them in the news. The Diller v. Richardson case represents an important lesson for attorneys and consumers alike about what happens when an attorney decides to ignore their responsibilities to a client and helps another client obfuscate an Estate Plan. Read on to learn more.
Amy Lazas is the owner of Providence Law Group, LLC., where she works with clients in the areas of estate planning and administration. Prior to her legal career, Amy worked in large corporate organizations for over 20 years marketing and selling products and services. She also managed corporate partnerships in the U.S. and Internationally.
Latest posts by Amy Lazas (see all)
- National Make-a-Will Month - September 11, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 8, 2023
- Understanding the Importance of the Simultaneous Death Act - September 4, 2023
