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Julie Reznick & Carol Lorenzen v. Livengood, Alskog, Pllc
74607-3
| Wash. Ct. App. | Dec 27, 2016
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Background

  • Judd, estate planning attorney, assisted Ellen Lorenzen with a 2005 will that favored two nonfamily individuals and gave $10,000 gifts to Ellen's sisters, Carol Lorenzen and Julie Reznick.
  • In 2012, Ellen's condition worsened; discussions occurred about revising the will to benefit the sisters, and Ellen signaled assent by squeezing Judd's hand during a short confrontation.
  • Ellen died the same day without Judd destroying the 2005 will, leaving the prior will in effect.
  • Carol and Julie, as Ellen's sisters, sued Judd for legal malpractice, but the trial court granted summary judgment, ruling Judd owed no duty to nonclients.
  • The issue on appeal is whether an estate planning attorney owes a duty of care to intended beneficiaries when the attorney is not their client, and how Trask v. Butler's six-factor framework applies.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Duty to intended beneficiaries of legal services Parks controls; nonclients may recover No duty to nonclients under fifth/sixth Trask factors No duty owed to sisters

Key Cases Cited

  • Parks v. Fink, 173 Wn. App. 366 (2013) (six-factor Trask framework applied to nonclient beneficiaries)
  • Trask v. Butler, 123 Wn.2d 835 (1994) (establishes six-factor test for duty to nonclients; factors five and six decisive here)
  • Stanqland v. Brock, 109 Wn.2d 675 (1987) (nonclient beneficiaries not entitled to claim; distinguishable from Trask)
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Case Details

Case Name: Julie Reznick & Carol Lorenzen v. Livengood, Alskog, Pllc
Court Name: Court of Appeals of Washington
Date Published: Dec 27, 2016
Docket Number: 74607-3
Court Abbreviation: Wash. Ct. App.