Legal Updates for Lawyers’ Professional Liability - CASE LAW UPDATE
Florida Court of Appeal Holds that Illinois Law Firm Subject to Jurisdiction of State of Florida in Connection with Legal Malpractice Lawsuit Brought by Personal Representatives of Deceased Father’s Florida Estate
Neal Gerber & Eisenberg, LLP v. Lamb-Ferrara, --- So.3d --- (Fla. 3d DCA 2024)
In 2008, Matthew Lamb and his wife retained the Illinois law firm of Neal Gerber to prepare their wills and estate plans. Mr. Lamb, a prominent artist owning considerable property and assets around the world, designated Florida as his domicile in his will and estate plans. He passed away in 2012, and his widow as executor of the will, retained Neal Gerber in connection with the Estate. On Neal Gerber’s advice, she retained Florida counsel to commence probate proceedings in Florida. Mrs. Lamb resigned as executor and personal representative and was replaced by her daughter, Sheila Lamb-Gabler, pursuant to the terms of the will. Neal Gerber continued its engagement after Ms. Lamb-Gabler became the Estate’s personal representative and did not formally terminate its engagement until 2019.
The Lambs’ two other daughters, as successor personal representatives of the estate, brought a malpractice suit against Neal Gerber alleging negligence in drafting the estate documents and handling the probate action. On appeal, the court upheld jurisdiction over Neal Gerber on the basis that Florida’s Long-Arm Statute may extend to non-resident defendants that perform estate services for an estate probated in Florida even where legal services may have been performed outside of Florida. The court rejected Neal Gerber’s arguments that its work was performed in Illinois; it never filed a notice of appearance or appeared as counsel of record in Florida; and had no office or presence in Florida when it admitted that is was retained by the Estate, which was probated in Florida, and drafted, reviewed and approved filings in the Florida probate action. The court further found that constitutional due process was satisfied based on the firm’s rendering estate planning services to Mr. Lamb with full awareness that he was domiciled in Florida and his will would be probated in Florida. Neal Gerber directed local counsel’s actions and prepared and filed the majority of filings in the Probate Action.
Accordingly, the Appellate Court held that Illinois counsel should have reasonably foreseen being hauled into court in Florida for issues arising from the activities it directed into Florida.
Legal Update for Lawyers’ Professional Liability – July 2024 is prepared by Marshall Dennehey to provide information on recent legal developments of interest to our readers. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. We would be pleased to provide such legal assistance as you require on these and other subjects when called upon. ATTORNEY ADVERTISING pursuant to New York RPC 7.1 Copyright © 2024 Marshall Dennehey, all rights reserved. No part of this publication may be reprinted without the express written permission of our firm. For reprints or inquiries, or if you wish to be removed from this mailing list, contact tamontemuro@mdwcg.com.