Gallner v. Larson

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Plaintiff and Judy Hoffman were divorced in 1994. Judy died intestate in 2007, and Plaintiff was named personal representative of her estate. Defendant, an attorney and Judy’s friend, was the beneficiary of two of Judy’s life insurance policies and her retirement account and received $236,024 from these accounts. Plaintiff brought an action against Defendant alleging breach of fiduciary duty arising out of the attorney-client relationship, breach of fiduciary duty arising out of the duty of a trustee, and conversion. The district court found for Defendant and dismissed Plaintiff’s claims. The Supreme Court affirmed, holding that the district court did not err in (1) determining that an express trust needed to be created in order to find Defendant liable and in placing the burden to prove such trust on Plaintiff; (2) failing to impose a constructive trust on the insurance proceeds; (3) failing to find that Defendant deviated from the standard of care and committed legal malpractice by accepting and retaining Judy’s death benefit funds given his status as her attorney; and (4) admitting into evidence a photocopy of a note purportedly given from Judy to Defendant. View "Gallner v. Larson" on Justia Law