John T. Brooks of Foley & Lardner reports:
An important recent decision by a California appellate court discusses the malpractice liability of estate-planning lawyers in assessing and documenting clients' competence. Many practitioners may view the decision in Moore v. Anderson Zeigler Disharoon Gallagher & Gray, 135 Cal. Rptr. 2d 888 (Cal. App. 2003) as lowering the alert level from orange to yellow.
In a thoughtful and well-written opinion described as one of