Court Holds Unnamed Beneficiaries Can Sue Attorney

In Agnew v. Ross, a Pennsylvania appeals court held that beneficiaries who are not named in a trust still have standing to sue the attorney who prepared the trust as third-party beneficiaries if they can prove they were the intended beneficiaries.  The court explained that beneficiaries who are not named in a will or trust may still have standing to pursue a breach of contract action against the attorney who prepared the document if circumstances indicate the testator intended to name the beneficiaries. 

See Beneficiaries Not Named in Trust Have Standing to Sue Attorney, Elder Law Answers, March 15, 2015.