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LexisNexis Capsule Summary-Trusts and Estates 信托和不動產法精要英文版.pdf 90頁

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[Note:Numbers in brackets referto the printed pages of UnderstandingTrusts and Estates by RogerW.Andersen where the topic is discussed.] LexisNexisCapsule Summary TrustsandEstates Chapter 1 LAWYERS,ESTATES,AND TRUSTS § 1 ServingtheLiving [1-2] TrustsandEstatesisthe study ofwaystohelp livingpeople solvefamilyproblems. Recognizingthat lawyer conduct affectstheliving,somecourtshavebroken down traditionaldefensesandheldlawyersresponsibletowillbeneficiarieswhowerenot their clients. A. TraditionalDefenses 1. Privity Traditionally,willbeneficiarieswholosttheir sharebecauseofthe lawyer’snegligencewere out ofluck.Becausethelawyerhadrendered servicetothenow-deadclient— rather than tothewillbeneficiaries— the beneficiarieshadno“privity”withthelawyer and couldnotrecover. 2. StatuteofLimitations 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] A. Probate 1. TheProcess 1 Copyright ? 2003 LexisNexis,a divisionof Reed ElsevierInc.All rights reserved. Probate systemscol

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