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How do lawyers violate ethical rules within Estate Planning?

This section has two parts: (1) laying out the process when there is an ethical rule violation, and (2) describing the main ethical rule violations in estate planning.  It is important to know that “the dismissal of a bar complaint does not necessarily preclude a right to file a lawsuit for substantive relief.” Matter of Levine, 174 […]

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Navigating Terminology: Estates and Probate

Should partners take out income during dissolution?

The simple answer is NO. The following considers whether partners should continue receiving an income distribution during the winding up of the partnership when the partnership has a significant debt obligation, and the partnership does not have a partnership agreement in place. We look specifically at the scenario of when a partner decides to leave,

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When does malpractice liability occur within Arizona’s estate law?

This article continues our discussion of liability zones within Arizona’s Estate and Probate law. We will eventually cover the main zones of liability: (A) Malpractice, (B) Ethical Duty Violations, and (C) Breaching Of Fiduciary Duties. Here, we discuss the liability of Attorney Malpractice within Arizona Estate Law. Attorneys risk malpractice liability when they do not

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Attorney-Client Relationship: when does it form?

Thank you for considering whether to hire us. When we receive your intake form, we will contact you to set-up a consultation. However, submitting this form does not form an attorney-client relationship. ATTORNEY-CLIENT RELATIONSHIP You can be assured that our representation does not begin until you hire me through a written agreement. We customarily gather

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