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Case Citations [i] (Spring 2026)

handle is hein.ali/rettlglyrs0071 and id is 1 raw text is: THE AMERICAN LAW INSTITUTE Spring 2026 Citations THE LAw GOVERNING LAWYERS 3D CHAPTER 2. THE CLIENT-LAWYER RELATIONSHIP TOPIC 1. CREATING A CLIENT-LAWYER RELATIONSHIP § 14. Formation of a Client-Lawyer Relationship Ill.App.2024. Quot. in sup. Former treasurer of corporation, who was terminated following an investigation by the Securities and Exchange Commission into corporation's international financial and accounting practices, filed a claim for legal malpractice against corporation's in-house counsel. The trial court granted in-house counsel's motion to dismiss. This court affirmed, holding that treasurer failed to allege that in-house counsel had an attorney-client relationship with treasurer. The court looked to Restatement Third of the Law Governing Lawyers § 14 in defining when an attorney-client relationship arose, and explained that, while treasurer alleged that he believed that he could rely on in-house counsel for representation during the investigation and that in-house counsel failed to notify treasurer that he was only serving corporation in the investigation, treasurer did not allege that he sought legal advice from in- house counsel or conveyed any confidences to him. Bohaboy v. Baxter International, Inc., 254 N.E.3d 947, 955. TOPIC 2. SUMMARY OF THE DUTIES UNDER A CLIENT-LAWYER RELATIONSHIP § 16. A Lawyer's Duties to a Client-In General Conn.2025. Cit. in sup. Intended beneficiaries of testator's will filed claims for professional negligence and breach of contract against attorney who prepared the will, alleging that attorney failed to advise testator to change the beneficiary designation on his financial account to enable its assets to pass through his estate in accordance with his will. The trial court granted attorney's motions to dismiss, finding that he was not liable to beneficiaries under Connecticut law, because they did not allege that he erred in drafting the will. This court reversed in part and remanded, holding that attorney did not have a duty to ensure that testator changed the beneficiary designations on his account to reflect his wishes in the will. The court noted that it had not found that an attorney, after providing proper advice to a client, had a COPYRIGHT C2026 By THE AMERICAN LAW INSTITUTE All rights reserved Printed in the United States of America For earlier citations, see the Appendices, Supplements, or Pocket Parts, if any, that correspond to the subject matter under examination.