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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)

April 9, 2012 in Bar Discipline & Process | Permalink

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