Hodge v. Cichon, — So.3d —-, 2012 WL 315846 (Fla. 5th
Continue Reading 5th DCA: Can estate beneficiaries sue the guardian’s lawyers for estate planning malpractice?
Ethics & Malpractice Claims
If a lawyer improperly writes himself into his client’s will, is the bequest automatically void as a matter of law?
At the heart of this case is Florida Bar ethics Rule …
Continue Reading If a lawyer improperly writes himself into his client’s will, is the bequest automatically void as a matter of law?

Florida Supreme Court sanctions lawyers engaged in toxic e-mail feud
The histrionics we see on television are almost never allowed in a…
Continue Reading Florida Supreme Court sanctions lawyers engaged in toxic e-mail feud

New ethics advisory opinion 10-3: when should lawyers voluntarily disclose client information to personal representatives and heirs
As a practicing lawyer, one of the best risk-management tools available to…
Continue Reading New ethics advisory opinion 10-3: when should lawyers voluntarily disclose client information to personal representatives and heirs

Ethics violation = undue influence = attorney and paralegal forfeit $7.2 million bequest
Carey v. Rocke, 18 So.3d 1266 (Fla. 2d DCA October 23,…
Continue Reading Ethics violation = undue influence = attorney and paralegal forfeit $7.2 million bequest
US 11th Cir: Does a disinherited heir have standing to sue for estate planning malpractice?
California appellate court weighs in on the limits of estate planning malpractice liability
Here’s one of those facts of life most probate lawyers learn early…

3d DCA lectures probate litigator on ethics
Hernandez v. Gil, — So.2d —-, 2008 WL 5156623 (Fla. 3d…
Continue Reading 3d DCA lectures probate litigator on ethics
Jury rejects $17M legal estate-planning malpractice claim against Orrick
I previously wrote about this case from the perspective of how conflicts…
Continue Reading Jury rejects $17M legal estate-planning malpractice claim against Orrick
Trial begins in multimillion dollar estate-planning malpractice claim against Orrick, Herrington & Sutcliffe
As a matter of law, an ethics violation isn’t the same as…
Continue Reading Trial begins in multimillion dollar estate-planning malpractice claim against Orrick, Herrington & Sutcliffe