Indiana Court of Appeals addresses notice in accounting malpractice case
8/3/26
Professional liability cases often turn on a deceptively simple question: when did the claimant know enough to start asking questions?
That issue was the issue in NMC Family Holdings, Inc. v. The Watermark …
California Supreme Court limits bad faith blanket use of section 170.6 in J.O. v. Superior Court
7/8/26
By: Mansour Chopan
For decades, California litigators have treated Code of Civil Procedure section 170.6 as one of the most potent procedural devices in trial practice. If the motion was timely and properly presented, the assigned judge was …
Indiana Court of Appeals highlights the critical importance of defining the scope of representation
7/8/26
One of the most effective risk-management tools available to lawyers is a clearly defined scope of representation. The recent decision of the Court of Appeals of Indiana in Dircks v. Delamater and Razumich …
SJC reminds practitioners of the importance of estate tax deadlines
7/2/26
By: Will Covino and Nancy Reimer
CLIENT ALERT
Earlier this week in Estate of Walsh v. Commissioner of Revenue, 2026 WL 1870819 (June 30, 2026), the Massachusetts Supreme Judicial Court (the “SJC”) reaffirmed the importance of timely …
Better late than never – Guidance on responsible AI use for tax professionals
7/2/26
By: Will Covino and Nancy Reimer
The IRS Office of Professional Responsibility recently issued its Introductory Guidelines for Responsible AI Use in Federal Tax Practice—a long overdue acknowledgment that artificial intelligence is now embedded in the …
6/24/26
By: Mark Sullivan
EPIC Insurance Brokers recently released Eileen Garczynski’s 16th Annual Lawyer’s Professional Liability Claims Survey. Ms. Garczynski is a recognized authority in the field and has been compiling claims data from leading legal malpractice insurers …
Ethical ramifications of using AI in attorney-client conversations
4/15/26
By: Alex Diaz and John Forbes
On December 22, 2025, the New York City Bar issued a formal opinion on the ethics for AI use in the recording, transcription, and summarization of conversations between …
USPS postmark procedure change
3/19/26
By: Nancy Reimer and Ryne Sack
The U.S. Postal Service has implemented a significant operational change that alters how attorneys and claimants should think about postmarks on time‑sensitive mail. As of December 24, 2025, the date …
3/5/26
By: Jessica Gray Kelly, Nancy Reimer and Julia Ruch
The Massachusetts Superior Court recently issued a notable discovery ruling that serves as an important reminder for litigants who consider naming a former attorney as …
AI isn’t your co-counsel: Judge Rakoff provides a privilege wake-up call
2/17/26
By: Marissa A. Dunn
Federal courts are now confronting the question of whether a client’s AI-generated documents—created using prompts that incorporate information learned from counsel—fall within the attorney-client privilege. Judge Rakoff of the Southern District of New …
Modernizing CPA licensure: A major workforce shift in the profession
2/17/26
By: William R. Covino and Nancy Reimer
As tax season begins—and with practitioners already stretched thin—the Massachusetts Senate has unanimously passed S.2946, An Act relative to modernizing the pathway to becoming a certified public …
Big changes in med-mal: SCOTUS bars Delaware’s affidavit-of-merit in Federal Court
1/30/26
In Berk v. Choy (Jan. 20, 2026), the U.S. Supreme Court considered whether Delaware’s medical-malpractice “affidavit of merit” statute applies in federal court when a plaintiff sues under diversity jurisdiction. …