Texas Fiduciary Litigator

Texas Fiduciary Litigator

The Intersection of Texas Courts and the Fiduciary field

Tag Archives: claims against attorney

Texas Supreme Court Holds that Individual Beneficiary Had Standing to Bring a Legal Malpractice Claim Involving a Loan From an Account Managed by a Corporate Trustee

On May 27, 2016, the Texas Supreme Court held that an individual beneficiary of a self-directed retirement account managed by a corporate trustee had standing to bring legal malpractice claims against a law firm based on advice allegedly given regarding loans from the retirement account. Linegar v. DLA Piper US, LLP, No. 14-0767, 2016 Tex.… Continue Reading

Beneficiaries Generally Do Not Have Claims Against Attorneys Retained by the Testator for Malpractice

In Donaldson v. Mincey, an attorney drafted estate documents for a father. No. 05-13-00271-CV, 2014 Tex. App. LEXIS 13522 (Tex. App.—Dallas December 17, 2014, pet. filed). The attorney later drafted a trust amendment that would have increased distributions from a trust to the father’s children. The father never signed the amendment and died shortly thereafter.… Continue Reading

There is a Split in the Courts of Appeals as to Whether a Tortious Interference With Inheritance Claim Exists in Texas

In Jackson Walker, LLPO v. Kinsel, Lesey and E.A. Kinsel owned a ranch, and when E.A. died, he divided his half between his children and Lesey. No. 07-13-00130-CV, 2015 Tex. App. LEXIS 3586 (Tex. App.—Amarillo April 10, 2015, pet. filed). Lesey owned 60% at that point. Lesey placed her interest into an intervivos trust, which… Continue Reading

A Party Does Not Owe a Duty to Inform Another Regarding the Meaning and Impact of an Arbitration Clause

In Greenberg Traurig, LLP v. Nat’l Am. Ins. Co., a client sued its attorney for malpractice. 448 S.W.3d 115 (Tex. App.—Houston [14th Dist.] 2014, no pet.). The defendant filed a motion to compel arbitration due to an arbitration clause in the parties’ engagement agreement. The plaintiff alleged that the arbitration clause was not enforceable because… Continue Reading
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