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