8 Common Estate Planning Mistakes That Can Be Legal Malpractice1. Using an inappropriate estate planning mechanism, such as a will where a trust is more appropriate 2. Failing to protect assets from unnecessary taxation 3. Failing to name all beneficiaries 4. Failing to consider spousal rights 5. Failing to properly exclude heirs 6. Failing to identify and include contingent beneficiaries 7. Failing to anticipate the death of a spouse or beneficiary 8. Failing to make necessary assignments, powers of attorney, or trustee designations This is only a small sampling of mistakes lawyers can make in advising clients on estate planning matters. Estate planning has become highly specialized in recent years, requiring attorneys to have detailed knowledge of state and federal tax laws, state inheritance laws, and an intimate knowledge of a client’s assets. By Thomas W. Dillon Konicek & Dillon, A Professional Corporation We work hard to get the results you deserveWe have successfully represented plaintiffs and defendants at every level of Illinois state and federal courts. Konicek & Dillon, A Professional Corporation, is based in Illinois, and serves clients throughout the Midwest and U.S.. Our Illinois offices represent clients in Chicago, Naperville, Geneva, Aurora, Elgin, Schaumburg, Arlington Heights, Palatine, Rockford, and DeKalb, Illinois. We also serve clients in cities such as St. Louis, Missouri, Indianapolis, Indiana, Cleveland, Ohio, Tampa and Orlando, Florida, and Kansas City, Missouri. Konicek & Dillon, P.C. also handles legal malpractice and catastrophic injury cases in other states, including Wisconsin, Michigan, Iowa, Indiana, New York, and others. Counties |
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