Estate Planning & Asset Protection Blog

Current Articles | RSS Feed RSS Feed

Everyone Loses When Estate Planning is Done by Non-Specialists

Posted on Mon, Aug 28, 2006
Digg digg it | Reddit reddit | del.icio.us del.icio.us | StumbleUpon StumbleUpon 

An out-of-state court recently found that an attorney who did not work in the estate planning area should not have dabbled.  He bought a form will, modified it and presented it to an elderly relative for signature.  The beneficiary was her relative-caretaker (a dangerous will under California law).  The attorney didn't ask her about other relatives who might not like the will that left everything to one person.

The will ended up in court.  The litigators got paid first, the named beneficiary got 40% of what was left, and the relatives got the rest.  The attorney was suspended for failure to provide competent representation and to avoid conflicts of interest.

You can download the case opinion here.

Tags: 

COMMENTS

Currently, there are no comments. Be the first to post one!
Post Comment
Name
 *
Email
 *
Website (optional)
Comment
 *

Allowed tags: <a> link, <b> bold, <i> italics

Receive email when someone replies.
 

Meet Diedre

 

Subscribe by Email

Your email:

Please read our disclaimer

Login