This case was brought against the estate of an attorney, and claims legal malpractice.  One sometimes wonders how the family of a deceased attorney picks up the pieces of the practice, turns what assets remain (especially cases in situ) into something of value, hands the cases off to other attorneys, and closes out that portion of their lives.

Here, the estate is sued for claimed mistakes in the handling of a security agreement, and the loss of a significant amount of money.  In Americana Capital Corp. v Nardella ; 2011 NY Slip Op 33002(U); November 9, 2011 ; Supreme Court, New York County; Docket Number: 604179/2005
Judge: Saliann Scarpulla, we see the following:

In or about November 2005, ACT commenced this action alleging that the deceased, Allan J. Goodman, ("Goodman") committed legal malpractice by negligently preparing a November 3002 Master Security Agreement and related documents. ‘There was no retainer agreement executed by Goodman and ACC’s president and sole shareholder Garald R. Paulis (“Paulis”). According to the allegations of the complaint, the Agreement was intended to secure a loan from ACC to Frank Kania ("Kania") by placing certain of‘Kania’s antiques and real property as collateral.  If Kania breached the Agreement, ACC could seize all  of his collateral property. Kania signed the Agreement and a modification to the Agreement on November IS, 2002.  Paulis signed the
Agreement on November 29, 2002.

In or about August 2003, Kania defaulted on his loans from ACC.  In November 2003, ACC  contacted attorney Howard Kantrowitz ("Kantrowitz") who  ultimately concluded (hat the Agreement would be unenforceable in Connecticut, where the collateral property was located. In or around 2005, Kantrowitz prepared a new security agreement  for Kania and ACC that was enforceable in Connecticut.  Pursuant to that agreement, the amount owed to ACC was reduced from 1.75 million to 1.3 million dollars.  Kania’s collateral was collected and sold, however, according to ACC, the assets only brought in a fraction of the amount loaned to and owed by Kania.

 A legal malpractice claim accrues when all of the facts necessary to the claim have occurred  and an injured party can obtain relief in court.  McCoy v. Feinman, 99 N.Y.2d 295, 301
(2002). Here, the Agreement, which is the subject of the legal malpractice action, was
fully executed when signed by Paulis on November 29, 2002. As such, ACC’s claim could only accrue as of that date, when the Agreement became practicable. Thus, because the summons with notice was filed on November 23, 2005, the legal malpractice claim is not time barred..
 

Further, this action is not barred by the Dead Man’s Statute. Pursuant to CPLR 4519 the Dead Man’s Statute docs not, by its terms, prohibit the introduction or documentary evidence against a deceased estate. Rather, an adverse party’s introduction of a document authored by a deceased "does riot violate the Dead Man’s Statute, as long as the document is authenticated by a source other than an interested witnesses’ testimony concerning a transaction with the deceased.

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Andrew Lavoott Bluestone

Andrew Lavoott Bluestone has been an attorney for 40 years, with a career that spans criminal prosecution, civil litigation and appellate litigation. Mr. Bluestone became an Assistant District Attorney in Kings County in 1978, entered private practice in 1984 and in 1989 opened…

Andrew Lavoott Bluestone has been an attorney for 40 years, with a career that spans criminal prosecution, civil litigation and appellate litigation. Mr. Bluestone became an Assistant District Attorney in Kings County in 1978, entered private practice in 1984 and in 1989 opened his private law office and took his first legal malpractice case.

Since 1989, Bluestone has become a leader in the New York Plaintiff’s Legal Malpractice bar, handling a wide array of plaintiff’s legal malpractice cases arising from catastrophic personal injury, contracts, patents, commercial litigation, securities, matrimonial and custody issues, medical malpractice, insurance, product liability, real estate, landlord-tenant, foreclosures and has defended attorneys in a limited number of legal malpractice cases.

Bluestone also took an academic role in field, publishing the New York Attorney Malpractice Report from 2002-2004.  He started the “New York Attorney Malpractice Blog” in 2004, where he has published more than 4500 entries.

Mr. Bluestone has written 38 scholarly peer-reviewed articles concerning legal malpractice, many in the Outside Counsel column of the New York Law Journal. He has appeared as an Expert witness in multiple legal malpractice litigations.

Mr. Bluestone is an adjunct professor of law at St. John’s University College of Law, teaching Legal Malpractice.  Mr. Bluestone has argued legal malpractice cases in the Second Circuit, in the New York State Court of Appeals, each of the four New York Appellate Divisions, in all four of  the U.S. District Courts of New York and in Supreme Courts all over the state.  He has also been admitted pro haec vice in the states of Connecticut, New Jersey and Florida and was formally admitted to the US District Court of Connecticut and to its Bankruptcy Court all for legal malpractice matters. He has been retained by U.S. Trustees in legal malpractice cases from Bankruptcy Courts, and has represented municipalities, insurance companies, hedge funds, communications companies and international manufacturing firms. Mr. Bluestone regularly lectures in CLEs on legal malpractice.

Based upon his professional experience Bluestone was named a Diplomate and was Board Certified by the American Board of Professional Liability Attorneys in 2008 in Legal Malpractice. He remains Board Certified.  He was admitted to The Best Lawyers in America from 2012-2019.  He has been featured in Who’s Who in Law since 1993.

In the last years, Mr. Bluestone has been featured for two particularly noteworthy legal malpractice cases.  The first was a settlement of an $11.9 million dollar default legal malpractice case of Yeo v. Kasowitz, Benson, Torres & Friedman which was reported in the NYLJ on August 15, 2016. Most recently, Mr. Bluestone obtained a rare plaintiff’s verdict in a legal malpractice case on behalf of the City of White Plains v. Joseph Maria, reported in the NYLJ on February 14, 2017. It was the sole legal malpractice jury verdict in the State of New York for 2017.

Bluestone has been at the forefront of the development of legal malpractice principles and has contributed case law decisions, writing and lecturing which have been recognized by his peers.  He is regularly mentioned in academic writing, and his past cases are often cited in current legal malpractice decisions. He is recognized for his ample writings on Judiciary Law § 487, a 850 year old statute deriving from England which relates to attorney deceit.