{"id":256,"date":"2013-07-11T03:05:00","date_gmt":"2013-07-11T03:05:00","guid":{"rendered":"http:\/\/www.joneslemongraham.com\/blog\/?p=256"},"modified":"2021-12-21T20:05:41","modified_gmt":"2021-12-21T20:05:41","slug":"attorney-owed-duty-to-non-client-beneficiary-of-trust","status":"publish","type":"post","link":"https:\/\/www.joneslemongraham.com\/blog\/attorney-owed-duty-to-non-client-beneficiary-of-trust\/","title":{"rendered":"Attorney owed duty to non-client beneficiary of trust"},"content":{"rendered":"<p>by <a href=\"http:\/\/www.joneslemongraham.com\/attorneys.html?Attorney=Graham\">Chris Graham<\/a> and <a href=\"http:\/\/www.joneslemongraham.com\/attorneys.html?Attorney=Kelly\">Joseph Kelly<\/a><\/p>\n<p><a href=\"http:\/\/scholar.google.com\/scholar_case?case=12440473419840364122&amp;hl=en&amp;lr=lang_en&amp;as_sdt=2,14&amp;as_vis=1&amp;oi=scholaralrt\">Chaudhary v. Bartnof, Case No. 3-179\/12-0898 (CA Court of Appeals May 22, 2013)<\/a><\/p>\n<p>Appellate court reversed trial court&#8217;s grant of summary judgment to defendant attorney on basis that he had no duty to client&#8217;s son, the sole beneficiary of a trust. Attorney purportedly negligently advised client to transfer three properties from a trust into a non-existent sub-trust. Client died and client\u2019s second wife claimed a community property interest in the three properties in probate. Client\u2019s son, the sole trust beneficiary, settled the probate action and sued attorney.<\/p>\n<p>The appeals court noted that &#8220;It is now well-established that an attorney may be held liable to the beneficiary if: (1) the attorney&#8217;s professional negligence frustrates the testamentary intent in a legal instrument, and (2) the &#8216;beneficiaries clearly designated by the testator lose their legacy as a direct result of such negligence.&#8217;\u201d. The court determined that the father intended that the property go to his son and that the son didn&#8217;t receive all that he was supposed to receive because of the probate settlement.<\/p>\n<!-- AddThis Advanced Settings generic via filter on the_content --><!-- AddThis Share Buttons generic via filter on the_content -->","protected":false},"excerpt":{"rendered":"<p>by Chris Graham and Joseph Kelly Chaudhary v. Bartnof, Case No. 3-179\/12-0898 (CA Court of Appeals May 22, 2013) Appellate court reversed trial court&#8217;s grant of summary judgment to defendant attorney on basis that he had no duty to client&#8217;s son, the sole beneficiary of a trust. Attorney purportedly negligently advised client to transfer three [&hellip;]<!-- AddThis Advanced Settings generic via filter on get_the_excerpt --><!-- AddThis Share Buttons generic via filter on get_the_excerpt --><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[],"_links":{"self":[{"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/posts\/256"}],"collection":[{"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/comments?post=256"}],"version-history":[{"count":4,"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/posts\/256\/revisions"}],"predecessor-version":[{"id":266,"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/posts\/256\/revisions\/266"}],"wp:attachment":[{"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/media?parent=256"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/categories?post=256"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.joneslemongraham.com\/blog\/wp-json\/wp\/v2\/tags?post=256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}