Common Pitfalls in Estate Planning: A Litigator’s Perspective

October 13, 2021

Topic: Common Pitfalls in Estate Planning: A Litigator’s Perspective

This presentation is about common provisions in estate planning documents that we see litigated often and suggestions on ways to minimize litigation exposure.

Lindsey Munyer speaks at Fiduciary Round TablePresented by: Lindsey F. Munyer, Partner, Keystone Law Group, P.C.

Lindsey F. Munyer, a Partner at Keystone Law Group, P.C., is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization), and has an LL.M. in Taxation. Lindsey has experience litigating trust and estate matters, and is adept at handling all stages of litigation, including discovery, mediation, law and motion and trials, as well as representing fiduciaries in the administration of estates and trusts. Lindsey has represented clients in a range of capacities including as trustees, beneficiaries, executors, creditors, heirs, and conservators, in all manner of disputes, and for estates valued in the tens of millions of dollars. Lindsey also has a background in tax planning and tax controversy. While working towards her LL.M., Lindsey interned with the I.R.S. Office of Chief Counsel, where she successfully argued a tax deficiency case in Tax Court.

Lindsey received her undergraduate degree in Business Economics from the University of San Diego, where she graduated magna cum laude. She received her law degree from California Western School of Law, where she served as a member of Law Review and graduated magna cum laude. Lindsey’s LL.M. was also received from the University of San Diego.