By Jeremiah J. Moffit, Esq.,* Catherine M. Swafford, Esq.,* Matthew R. Owens, Esq.,* and Courtney A. Sorensen, Esq.*
BLOCKING AN ESTATE PLANNER FROM MEETING WITH A CLIENT MAY CONSTITUTE INTENTIONAL INTERFERENCE WITH EXPECTED INHERITANCE
Gomez v. Smith (2020) 54 Cal.App.5th 1016
The Third District Court of Appeal found that a child’s action to prevent her father from meeting with his attorney to avoid the execution of new estate planning documents constituted intentional interference with an expected inheritance.