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Case Citations [1] (Spring 2025)

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                           THE A ERICAN


                             LAW INSTITUTE



                                   Spring 2025 Citations



           PROPERTY 3D (WILLS AND OTHER

                     DONATIVE TRANSFERS)



             DIVISION   I. PROBATE   TRANSFERS (WILLS AND INTESTACY)

                                CHAPTER 2.   INTESTACY

§ 2.2 Intestate Share of Surviving Spouse

N.D.2024. Quot. in sup. Former clients filed a legal-malpractice action against attorneys, alleging that
attorneys' negligence in representing clients in an underlying action related to mother's ownership
interest in her marital home and personal property upon her death impacted the value and distribution of
her intestate estate. The trial court granted summary judgment for attorneys. This court affirmed,
holding, among other things, that clients failed to demonstrate that, but for attorneys' alleged negligence,
the underlying litigation would have ended more favorably for them. The court reasoned, in part, that,
because clients did not allege that mother had any separate property, rather than community property,
under Restatement Third of Property: Wills and Other Donative Transfers § 2.2 and Idaho law, clients
were not heirs and would not have received any property from mother's estate under the relevant
intestate-succession statutes. Fahey v. Cook, 9 N.W.3d 668, 678.



                          CHAPTER 3.   EXECUTION OF WILLS

                          PART  A. EXECUTION FORMALITIES

§ 3.1 Attested Wills

Mass.App.2024. Com. (g) quot. in sup. Former court-appointed conservator of decedent filed a petition
to probate as decedent's will a document that conservator had prepared in consultation with decedent
several months before her death. After decedent's nephew objected, the trial court dismissed the
petition, finding that the document was not a valid will, because, while it was attested to by two
witnesses and notarized, it was not signed by decedent, but rather, by conservator in his name, under the

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