Monday, April 9, 2012

In Confidence

A Massachusetts attorney has been admonished for improper disclosure of confidential information.

According to the summary on the web page of the Board of Bar Overseers:

In 1998, the respondent prepared estate planning documents for a husband and wife, including reciprocal wills. The wife died in 2009, but her will was not probated. In 2011, the respondent was approached by the couple's daughter-in-law who, unbeknownst to the respondent, was in divorce proceedings with the couple's son. Upon request of the daughter-in-law, the respondent revealed the existence and content of the wills of the husband and wife. The wills contained no specific information about family assets.

(Mike Frisch)

Bar Discipline & Process | Permalink

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