District Court of Appeal of Florida

Summary judgment for defendants in a legal malpractice claim involving services rendered in connection with estate planning is reversed where a jury could reasonably find that one of the purposes for establishing a charitable trust was to effectuate federal tax savings, and state law did not prohibit resort to extrinsic evidence under the circumstances.

Appellate Information

• Decided 03/01/2006
• Published 03/01/2006

Judges

• PER CURIAM.

Court

• District Court of Appeal of Florida

Counsel

• For Appellant:
  
• Donald A. Yarbrough, Fort Lauderdale, for appellant.


• For Appellees:
  
• Marlene S. Reiss of Stephens, Lynn, Klein, Lacava, Hoffman & Puya, P.A., Miami, for appellees.