Articles Posted in Statute of Limitations Defense

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Wacker-Drive-5-300x225Beneficiaries can, in some cases, sue a lawyer who drafted a trust for legal malpractice. This is even true where the beneficiaries were not clients of the lawyer. They often neglect to sue until it is too late and the statute of limitations has run.  The Indiana Court of Appeals just decided one such case: Julia Beaman and William Bobbs, Jr. v. F. Jefferson Crump, III, Estate of Carolyn Janice Bobbs, and First Financial Bank, N.A., No. 25A-PL-2471 (Ind. Ct. App. Oct. 14, 2026). In these cases, the adult children of a parent who remarried are often the plaintiffs. Estate planning in those situations inevitably involves some compromise between the second spouse and the adult children. When the adult children lose out, as they did here, the lawyer is often a defendant in the lawsuit.

Statement of Facts
Julia Beaman and William Bobbs, Jr. (Plaintiffs) are the adult children of William Bobbs, Sr. (Bobbs Sr.) and his late first wife. In 1999, Bobbs Sr. married Carolyn Janice Bobbs (Jan). In August 2017, Bobbs Sr. and Jan consulted attorney F. Jefferson Crump, III regarding estate planning and funding Jan’s potential living expenses at Four Seasons Retirement Community if Bobbs Sr. predeceased her. Crump issued a joint representation engagement letter in November 2017 advising them of potential conflicts of interest, which both Bobbs Sr. and Jan executed.
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MacLaurin v. Fischer Law, PLLC (2026 MT 109)

This was a legal malpractice case decided earlier this year. The defense was successful in proving that the lawyer’s advice had nothing to do with the harm (the severing of a joint tenancy). The Montana Supreme Court affirmed the dismissal of a legal malpractice lawsuit, ruling that the plaintiff’s right of survivorship had already been destroyed decades before he received the disputed legal advice.

Key Facts

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If there is malpractice in litigation, should the statute for malpractice begin to run before the underlying litigation comes to an end. Kentucky has joined a number of states offering more flexibility to plaintiffs on this issue. Illinois has a statute of limitations for malpractice (2 years) and hard statute of repose (6 years). The Illinois Statute of Repose often defeats claims that would not be fully apparent until the underlying litigation comes to an end.

Humphrey v. Miller and Wells, PLLC (Ky. Ct. App. 2026, not to be published)

Background: This is the third case in a trilogy of litigation stemming from Sherry Humphrey’s dispute over a family trust/estate. In Humphrey I, a declaratory judgment action, an agreed judgment was entered in 2019 (amended 2020). While Humphrey I was pending, Sherry filed a separate suit against the trustee bank (Humphrey II) for breach of fiduciary duty; that case was dismissed because the claims should have been raised as compulsory counterclaims in Humphrey I, and this Court affirmed that dismissal in 2018 (cert denied by the Kentucky Supreme Court later that year).

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Watson v. Sullivan, 2026 IL App (5th) 250229-U

This is a Rule 23 unpublished order from the Fifth District (filed June 16, 2026) affirming the dismissal of a pro se legal malpractice complaint on statute of limitations and repose grounds. In my experience many legal malpractice claims are barred by the statute of repose. It baffles me that plaintiffs wait so long before considering whether their lawyer made an error in their case.

Underlying facts. Dana Watson hired attorneys Kelly Sullivan and Angel Von Bokel around January 24, 2014, to file a § 1983 civil rights suit arising from a search warrant executed at her home that day. The warrant related to her husband’s criminal case; she sought to recover seized property (a sum of money and a handgun) and to challenge the warrant as illegal and the force used to execute it. Watson alleged the defendants committed malpractice by failing to file the civil rights suit within the limitations period and by otherwise mishandling the matter. She filed her original pro se complaint on August 10, 2022, and ultimately a third amended complaint (Oct. 9, 2024) pleading legal malpractice plus counts for vicarious liability, personal injury, IIED, professional misconduct, and conflict of interest.

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Campbell v. Law offices of Solomon Rosengarten, 241 A.D.3d 771 (2025), 238 N.Y.S.3d 679, 2025 NY Slip Op 04700, is a decision of the Appellate Division of the Supreme Court of New York reinstating a legal malpractice claim that the trial court had dismissed as time-barred. The explanation:

In 2016, Campbell executed a consent to change attorneys form and filed it in the Supreme Court, Kings County. Campbell then moved in the Supreme Court to restore the action to the active calendar, for summary judgment on the issue of liability, and for leave to file a note of issue. In an order dated November 22, 2017, the motion was denied without prejudice to refile in the Civil Court, Kings County. Campbell then moved in the Civil Court to restore the action to the active calendar and for summary judgment on the issue of liability. In an order dated December 10, 2019, the Civil Court denied the motion (hereinafter the Civil Court order).

In January 2020, Campbell commenced this action, inter alia, to recover damages for legal malpractice. The defendants moved, among other things, pursuant to CPLR 3211(a) to dismiss the cause of action alleging legal malpractice as time-barred. In an order dated May 25, 2023, the Supreme Court, inter alia, granted that branch of the motion. Campbell appeals.

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Lincoln-Park-3-300x225In the case of Neubauer v. Piercy, 2025 IL App (2d) 240357-U, the Illinois Appellate Court for the Second District affirmed the dismissal of a breach of fiduciary duty claim against a law firm on statute of limitations grounds. The court held that the two-year statute of limitations barred the claim because the plaintiffs knew or should have known of their injury more than two years before they filed suit. Plaintiffs sued the Defendant law firm for breach of fiduciary duty. Rodney Piercy founded Piercy & Associates, an estate planning law firm. In 2014, Rodney Piercy and his son, Matthew, formed an investment firm known as Family Wealthy Legacy. Matthew was principally responsible for managing the investments of the company. In 2018, plaintiffs invested $1.4 million in Family Wealth Management.  Plaintiffs were essentially alleging that Rodney breached his fiduciary duty to them by failing to disclose to them in 2018 that his son was likely a fraud and crook.

The opinion sets forth the facts as follows:

¶ 6 In July 2018, Matthew confessed to Rodney that he had misrepresented to investors how he managed their money. Matthew admitted that he had “`lost'” $21 million that he had gathered from investors. Matthew asked for Rodney’s help with his plan to recover the money, which involved selling the “algorithmic application” used by investors. Matthew also told Rodney that he was the subject of a criminal grand jury investigation led by the United States Attorney for the Eastern District of California. Rodney agreed to help Matthew and to act as legal liaison to Matthew’s criminal defense counsel. By the end of August 2018, Rodney concluded that the misappropriated monies would not be recovered through the sale of the algorithmic application.

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DSC01488-300x200The statute of limitations often defeats legal malpractice claims that might otherwise have some merit. The statute of limitations is the best possible defense a lawyer can have. The statute of limitations differs from state to state. As a client, the important thing to remember is to get moving as quickly as possible once the statute expires. In Titshaw v. Geer, Georgia Court of Appeals 2023, May 24, 2023,  the plaintiff came to believe that his lawyer had erroneously advised him to file for bankruptcy. Unfortunately he waited after four years to file suit so his lawsuit was dismissed pursuant to the Georgia statute of limitations.

If you think you may have a claim, talk to a malpractice attorney as soon as possible. Waiting too long only benefits the lawyer defendant.

Ed Clinton, Jr.

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The Illinois statute of limitations period governing legal malpractice cases is normally two years. The plaintiff has two years from the discovery of the injury to file suit. Illinois has another provision in the statute, which often protects lawyers involved in estate planning.

5/13-214.3(d) provides that: When the injury caused by the act or omission does not occur until the death of the person for whom the professional services were rendered, the action may be commenced within 2 years after the date of the person’s death unless letters of office are issued or the person’s will is admitted to probate within that 2 year period, in which case the action must be commenced within the time for filing claims against the estate or a petition contesting the validity of the will of the deceased person, whichever is later, as provided in the Probate Act of 1975. An action may not be commenced in any event more than 6 years after the date the professional services were performed.

For this reason, in inheritance disputes lawyers will often open an estate and start the claims period running. That leaves the aggrieved party six months to file any claims against the lawyers who drafted the estate plan. Dalessandro v. Quinn-Dalessandro, 2023 IL App (1st) 211119 is one such case. The adult children of the decedent filed a claim against their step-mother within the six month period, but they did not file against the lawyers who drafted the estate planning documents that disinherited them until after the six month period had expired.  The provision in the statute is a trap for the unwary practitioner who incorrectly believes he has two years to file a malpractice lawsuit. Nope. He only has six months to file such a claim.

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This is a case of litigation malpractice. In Best Choice Products, Inc. v. Hendrick, Bryant, Nerhod, Sanders & Otis, Ltd, No. COA21-163, the Court of Appeals of North Carolina reinstated a legal malpractice action. Law Firm had represented Best Choice in an underlying case. According to the Complaint, the Law Firm failed to produce certain documents in the underlying case and the case was dismissed. The opinion at paragraph 4 quotes the key allegations of the Complaint:

¶ 4 On 20 July 2020, Best Choice filed its complaint against Defendants for professional malpractice. Best Choice attached to its complaint as exhibits the summary judgment order entered 24 July 2017, and an order granting sanctions on 25 January 2018 from the Prior Lawsuit. Best Choice made several allegations in its complaint relating to Defendants’ negligent representation and listed specific instances in which Defendants failed to meet the standard of care in rendering legal services in the Prior Lawsuit, which it designated as “Defendants’ Failures.” Best Choice made the following allegations pertinent to our review:

33. Defendants’ Failures continued in the Prior Lawsuit through the Orders referenced below, prevent Best Choice from avoiding or mitigating the adverse consequences imposed by the Orders.

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One of the most difficult issues in some malpractice litigation is whether the law suit was timely or not. Generally, the plaintiff has two years from the date of discovery of the problem. Each case is different and there is often argument as to when a plaintiff should have become aware of the facts leading him to suspect legal malpractice. The defense will often argue that the plaintiff should have suspected his injury or investigated the problem before the plaintiff contends that he was aware.

Suburban Real Estate Services, Inc. v. Carlson, 2022 IL 126935, clarifies some of these issues for legal advice that causes litigation. In the Carlson case, in 2010 the plaintiff hired a lawyer to advise him on how to terminate a joint venture with another company. The attorney allegedly advised the plaintiff to terminate the arrangement. In August 2010, the adverse party disagreed and filed a lawsuit for breach of fiduciary duty. In July 2015, after a trial, the court awarded damages in favor of the adverse party.

The key question is when did the claim arise? The defense argued that the statute of limitations began to run when the plaintiff had to hire a new attorney to defend the breach of fiduciary action. So under the defense view, plaintiff discovered his injury in 2010 and should have sued for malpractice by 2012.  Plaintiff argued that he was not aware of the allegedly incorrect legal advice until the adverse judgment was entered in the underlying case in 2015. The Illinois Supreme Court held that the injury accrued upon the entry of the adverse judgment.

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