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This page contains a single entry by Associate Editor published on August 11, 2011 7:23 PM.

Tatum v. United States: Fifth Circuit Reverses Summary Judgment in Gift Tax Suit was the previous entry in this blog.

Final Regulations on Use of Actuarial Tables in Valuing Annuities And Similar Property is the next entry in this blog.

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Article on "Applying the Constructive Trust to Cure Testamentary Mistake" and Avoid Malpractice

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Victoria J. Haneman's upcoming article covers malpractice in the estate planning field, and she suggests using a constructive trust when a professional makes an error.  There seems to be little case law employing constructive trusts to remedy estate planner errors. 

See Victoria J. Haneman, " Changing the Estate Planning Malpractice Landscape: Applying the Constructive Trust to Cure Testamentary Mistake," University of Missouri-Kansas City Law Review, (forthcoming in 2011).

Hat Tip: Wills, Trusts and Estates Prof Blog

Posted by David Perry, Associate Editor, Wealth Strategies Journal


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