In the Surrogates’ Court, cases move slowly, in keeping with the universal understanding that the main character in the drama is dead.  Steffan v Wilensky   2015 NY Slip Op 31194(U)  July 8, 2015  Supreme Court, New York County  Docket Number: 150020/11  Judge: Cynthia S. Kern may well be an extreme example.  Decedent died in 1993, with about $100,000 in the bank.  The bank account was in two names, perhaps so that the second named person could pay medical bills for decedent.  It was not until 2006 that the executor sued the bank. Why the 13 year delay?

We don’t know, but we do know that the case

“In or around June 2006, Wilensky filed a proceeding against Chase in Surrogate’s Court,
New York County, pursuant to Surrogate’s Court Procedure Act (“SCPA”) § 2103 (the “SCPA
2103 Proceeding”) seeking delivery of the funds in the Chemical Accoui:it to the Estate. Chase
moved to dismiss the petition as time-barred, which was granted on or aoout May 7, 2009. In
dismissing the petition, the court held that the Estate’s “cause of action arose no later than 1999,
when. the bank acknowledged the existence of the account in its letter inviting reactivation.
Since the current proceeding was not commenced until 2006, it is barred ‘by the six-year statute
of limitations.”
In or around 2011, plaintiff commenced the instant action against’ Wilensky alleging a
cause of action for legal malpractice, specifically alleging that as counsel for the Estate,
Wilensky owed it a duty to render legal services in a competent and professional manner and to
act with ordinary and reasonable skill, care and diligence and that Wilensky instead acted
negligently under the circumstances by failing to, inter alia, timely file the SCPA 2103
Proceeding. Plaintiff now moves for an Order pursuant to CPLR § 3212 granting it summary
judgment on its complaint.
On a motion for summary judgment, the movant bears the burden of presenting sufficient
evidence to demonstrate the absence of any material issues of fact. See Alvarez v. Prospect
Hosp .. 68 N. Y.2d 320, 324 (1986). Once the movant establishes a prima facie right to judgment
as a matter of law, the burden shifts to the party opposing the motion to “produce evidentiary proof in admissible form sufficient to require a trial of material questions of fact on which he rests his claim.”  Zuckerman v. City of New York, 49 NY2d 557,562 (1980). However, mere conclusions, expressions of hope or unsubstantiated allegations or asserti.ons are insufficient” to defeat summary judgment. Id. A prima facie case for legal malpractice requires a plaintiff to establish “that the defendant attorney failed to exercise the ordinary reasonable skill and knowledge commonly possessed by a member of the legal profession which results in actual damages to a plaintiff, and that the plaintiff would have succeeded on the merits of the underlying action ‘but for’ the attorney’s negligence.” Leder v. Spigel, 9 N.Y.3d 836 (2007) (quoting Am-Base Corp. V Davis Polk & Wardwell, 8 N.Y.3d 428, 434 (2007)). In the instant action, plaintiff has failed to establish its prima facie right to summary judgment on its claim for legal malpractice as it has failed to demonstrate that it would have succeeded on the merits of the SCPA 2103 Proceeding “but for” Wilensk:y’s negligence in untimely commencing the proceeding. Based on the evidence before this court, even if the SCPA 2103 Proceeding had been timely commenced, plaintiff has failed;to establish that it ” would have been successful as a matter of law as there exist issues of fact as to whether plaintiff would have been entitled to recover the funds in the Chemical Account pursuant to the Banking Law.”

 

 

 

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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.