Clients create Estate Plans to work in a certain way. They raise their concerns with the drafting attorney and a qualified Estate Planning attorney includes safeguards to ensure that the plan works as intended and desired yet contains provisions flexible enough to change if circumstances require a change. Almost all of us have read or heard of cases in which the plan did not work as intended and litigation ensured. In fact, we often read about them in the news. The recent California case of Diller v. Richardson represents an important lesson for attorneys and consumers alike about what happens when an attorney decides to ignore their responsibilities to a client and helps another client obfuscate an Estate Plan. My friend and colleague Tereina Stidd, an estate planning expert, has looked into this case. Read on to learn more.
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