Neal v. Baker

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• primary purpose of attorney-client relationship was to assist executor in the proper administration of its duties; no duty to beneficiaries
• beneficiary of testamentary trust not third-party beneficiary absent clear indication that representation of executor’s, attorney was intended directly to confer benefit on her
• an obstacle with extending attorney liability in probate situations is that the personal representative and the estate beneficiaries are often adversaries
• “A nonclient must prove that the primary purpose and intent of the attorney-client relationship is to benefit or influence the third party.”
• adversarial relationship resulted between attorney for the estate and income beneficiary where beneficiary contested attorney’s contention that she, rather than the estate, should pay inheritance tax
• adversarial relationship resulted between attorney for the estate and income beneficiary where beneficiary contested attorney's contention that she, rather than the estate, should pay inheritance tax

Source: CourtListener parenthetical corpus (CC0).