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Wills, Estates & Trusts

May 15, 2025

Plaintiffs seek to disqualify defense counsel after client file shared

Sisters sue estate lawyers for malpractice, seek to disqualify firm's defense counsel after an unredacted client file was mistakenly shared, in a case raising questions about legal accountability in family trust disputes.

Two plaintiffs suing their estate planning lawyers seek to disqualify the defendant's counsel after their former attorney inadvertently handed over his unredacted client file to the opposition. He says he was "horrified" when he noticed the mistake four months later as he prepared for his deposition.

That error, and the defendant law firm's alleged fixation on taking their former counsel's deposition to the exclusion of all others, have tainted the case, acco...

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