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Schneider v. Finmann

New York Court of Appeals

933 N.E.2d 718 (2010)

Relevant factsFree

An attorney (defendant) provided estate-planning services to a decedent, and the estate's representative (plaintiff) later sued the attorney for malpractice, alleging that negligent estate-planning advice caused significant estate tax liability that could have been avoided with competent counsel. The lower courts had to decide whether the estate could pursue a malpractice claim given that the attorney's direct client (the decedent) had since died, raising privity concerns.

IssueFree

Whether a decedent's estate has standing to sue the decedent's estate-planning attorney for malpractice, notwithstanding the lack of privity between the estate and the attorney.

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