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Review of Reviews: “Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns,” 5 St. Mary’s L.J. 224 (2015)Review of Reviews: “Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns,” 5 St. Mary’s L.J. 224 (2015)

Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, Lubbock, Texas

3 Min Read
Review of Reviews: “Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns,” 5 St. Mary’s L.J. 224 (2015)

In the article, “Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns,” author Gerry W. Beyer reviews the different ways an estate planner may be exposed to malpractice liability and various ethical issues that may arise during the preparation or execution of an estate plan. The practice areas of estates, trusts and probate are some of the leading areas for malpractice, generating a whopping 10.67 percent of all malpractice claims filed between 2008 and 2011.1 Professor Beyer’s article is a useful guide to help avoid committing malpractice and violating the ethics rules.

Traditionally, an estate-planning attorney wasn’t concerned about actions brought by estate beneficiaries injured due to the attorney’s negligence be...

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About the Authors

Marvin E. Blum

C.P.A

http://www.theblumfirm.com/

 

 

The Blum Firm, P.C., established by Marvin Blum over 30-years ago, has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning.  The company has grown to be the largest group of estate planning attorneys in the State of Texas. 

 

Mr. Blum is known for creating customized, cutting-edge estate plans, now serving hundreds of high net worth families, several with a net worth exceeding $1 billion.  Mr. Blum was chosen as one of the "Nation's Top 100 Attorneys" by New York's Worth magazine, and was also named one of the Top 100 Super Lawyers in Texas by Texas Monthly Magazine.  He is a highly sought-after speaker and lecturer among his peers, having made numerous presentations to legal and tax professionals, and has recently been named to the Editorial Advisory Committee for Trusts & Estates Magazine

 

Mr. Blum is highly dedicated to his community and currently serves as Secretary/Treasurer and one of three Board members (along with Emmitt and Pat Smith) of the Pat & Emmitt Smith Charities, a public charity devoted to creating opportunities for disadvantaged children.  Mr. Blum is in his 35th year as Treasurer of the Fort Worth Symphony, and served as Presiding Chair for numerous terms of The Multicultural Alliance, formerly The National Conference of Christians and Jews, a service organization fighting bias, bigotry and racism.  Mr. Blum has recently joined the Texas Cultural Trust Board of Directors to help raise public and legislative awareness of the importance of the arts in Texas. 

 

Mr. Blum, an attorney and Certified Public Accountant, is Board Certified in Estate Planning & Probate Law and is a Fellow of the American College of Trust and Estate Counsel.  He earned his BBA (Highest Honors) in Accounting from the University of Texas in 1974, where he graduated first in his class and was named Ernst & Ernst Outstanding Student in Accounting.  Mr. Blum received his law degree (High Honors) from the University of Texas School of Law in 1978, where he graduated second in his class and was named the Prentice-Hall Outstanding Student in Taxation.  Mr. Blum and his wife, Laurie, reside in Fort Worth, Texas.

Kerri G. Nipp

Associate, The Blum Firm, P.C.

Kerri G. Nipp is an associate at The Blum Firm, P.C. in Fort Worth, Texas.