Estate planning lawyer escapes malpractice liability for not preparing estate plan for client with questionable capacity

Marshall A. Oldman discusses the recent California case of Chang v. Lederman in his article Chang v. Lederman Limits Estate Planning Malpractice Liability, Metropolitan News-Enterprise, May 6, 2009, in which “the Court of Appeal for the Second District determined that an attorney did not have liability to a potential beneficiary of a decedent’s estate plan for refusing to prepare a plan and asking that the testator obtain a psychiatric evaluation.”

Special thanks to David S. Luber (Attorney at law, Florida Probate Attorney Wills and Estates Law Firm) for bringing this article to my attention.