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Nebraska Law Review Volume 66 Issue 4Article 41987Testamentary Gifts from Client to the AttorneyDraftsman: From Probate Presumption to Ethical Prohibition Joseph W. Lemuria Jr. Delaware Law Schoolfellow
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Testamentary gifts from a client are gifts made by the client in their will to be distributed after their death.
The executor or personal representative of the client's estate is required to file testamentary gifts from the client.
To fill out testamentary gifts from a client, the executor must gather information on the gifts specified in the will and report them to the appropriate authorities.
The purpose of testamentary gifts from a client is to ensure that the client's wishes regarding the distribution of their assets are carried out after their death.
The information that must be reported on testamentary gifts from a client includes the value of the gifts, the recipients of the gifts, and any specific instructions regarding the distribution of the gifts.
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