[Note:Numbers in brackets referto the printed pages of
UnderstandingTrusts and Estates by RogerW.Andersen
where the topic is discussed.]
§ 1 ServingtheLiving [1-2]
TrustsandEstatesisthe study ofwaystohelp livingpeople solvefamilyproblems.
Recognizingthat lawyer conduct affectstheliving,somecourtshavebroken down
lawyer’snegligencewere out ofluck.Becausethelawyerhadrendered
servicetothenow-deadclient— rather than tothewillbeneficiaries— the
beneficiarieshadno“privity”withthelawyer and couldnotrecover.
Traditionalrulessaidthe statuteoflimitationsfor any negligencebegan to
runwhen thewillwasdrafted,often manyyearsbeforetheerror was
discoveredafter theclient died. Thedelaybarredmany claims.
B. A Trend
StartingwithLucas v.Hamm,364P.2d 685(Cal. 1961),courtshavebeen
abolishingtheprivity defenseandreadingthe statuteoflimitationsasbeginning
torun atthetestator’sdeath. Thetrendisnotuniversal. See, e.g.,Millerv.
Mooney, 725N.E.2d 545(Mass.2000) (rejectingtort liability,but leavingopen
thequestion ofthirdpartybeneficiary liability).
§2 AnOverview ofIntergenerationalWealthTransfer [2-11]
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