Lovett v. Estate of Lovett

250 N.J. Super. 79, 593 A.2d 382 (1991)

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Lovett v. Estate of Lovett

New Jersey Superior Court
250 N.J. Super. 79, 593 A.2d 382 (1991)

Facts

Richard Lovett, Jr., a 73-year-old former businessman, met with attorney Morgan Thomas to create a new will and a power of attorney in favor of his wife, Ruth, because Lovett was suffering from memory problems. Thomas advised Lovett that the tax consequences of the new will would be less favorable than those of Lovett’s existing will. Lovett nevertheless proceeded, stating that he was not concerned about taxes. Thomas prepared the will and power of attorney and reviewed the documents with Lovett and Ruth. Thomas tape-recorded Lovett’s signing of the documents, including Lovett’s dialogue with Thomas. Ruth attended each meeting with Thomas, but Lovett made all the decisions. A few years later, when Lovett was 76 years old, Ruth died. Lovett was living in a nursing home and suffering from Parkinson’s disease and diminished capacity. Lovett was declared incompetent, and Lovett’s son, Richard III, and daughter, Susanne (plaintiffs), were appointed Lovett’s guardians. Richard III and Susanne sued Thomas (defendant), alleging that Thomas had committed legal malpractice.

Rule of Law

Issue

Holding and Reasoning (Gibson, J.)

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