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Probate

Dec. 2, 2004

Estate Lawyer Has No Duty To Third-Party Beneficiaries

Focus Column - Probate Law - By Marshal A. Oldman - In two separate matters, the 2nd District Court of Appeal released opinions Nov. 1 on substantially the same issue concerning an estate planning attorney's liability to third-party beneficiaries. In both Boranian v. Clark , 2004 DJDAR 13408 (Cal. App. 2nd Dist. Nov. 1, 2004), and Featherson v. Farwell , 2004 DJDAR 13411 (Cal. App. 2nd Dist. Nov. 1, 2004), the appellate court found that the attorney owed no duty to the third-party beneficiary who

        
Focus Column

Probate Law

By Marshal A. Oldman
        
        In two separate ...

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