 |
|
|
Estate Tax Malpractice by Robert Feinschreiber & Margaret Kent
|
|
|
Feinschreiber & Associates Robert Feinschreiber & Margaret Kent 1121 Crandon Blvd. F301 Key Biscayne, FL 33149 Phone: 305.361.5800 Fax: 305.365.2276 multijur@aol.com www.TaxMalpractice.com www.ExportDISC.com www.ProductionIncentive.com www.TransferPricingConsortium.com  |
Estate tax malpractice. Written by Key Biscayne attorneys and counselors Robert Feinschreiber and Margaret Kent. They report that estate tax malpractice is growing rapidly. Practitioners risk estate tax malpractice, they explain, through the loss of the marital deduction, loss of the alternative valuation option, loss of the "less than fair value" option, failure of life insurance trusts, the inadequacy of disclaimers, late payments, erroneous tax returns, and the like. As such, they recommend, practitioners should consider implementing peer review programs, identifying exposure items and problem clients, preparing estate tax retainer agreements, and developing - in advance - a malpractice team.
Estate tax malpractice. Written by Key Biscayne attorneys and counselors Robert Feinschreiber and Margaret Kent. They report that estate tax malpractice is growing rapidly. Practitioners risk estate tax malpractice, they explain, through the loss of the marital deduction, loss of the alternative valuation option, loss of the "less than fair value" option, failure of life insurance trusts, the inadequacy of disclaimers, late payments, erroneous tax returns, and the like. As such, they recommend, practitioners should consider implementing peer review programs, identifying exposure items and problem clients, preparing estate tax retainer agreements, and developing - in advance - a malpractice team.
