Is intent enough to consider an estate document completed? The Pennsylvania Supreme Court heard argument last week on that simple question and the complex set of issues it has created in a legal malpractice suit brought by a group of individuals named in a trust document that never received a final signature.
Arguing on behalf of attorneys Daniel Ross and Megan McCrea in Estate of Agnew v. Ross, Jeffrey McCarron of Swartz Campbell contended that despite Robert H. Agnew having his lawyers draft a document that included members of the Hennessy family in his estate, the document was never completed. Without a signed estate plan including them as beneficiaries, McCarron argued, the family has no standing to file a lawsuit against Ross and McCrea based on breach of contract.
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