Practice point: The Appellate Division determined that the motion court properly granted the petition, as petitioner demonstrated that the attorney likely would be a witness on a significant fact-issue, within the meaning of Rules of Professional Conduct [22 NYCRR 1200.0] rule 3.7[a]. Petitioner-estate alleges, among other things, that respondent withdrew $65,000 from an account he held jointly with the estate's decedent, after he entered into a written agreement, signed on his behalf by the attorney, pursuant to which he agreed to turn over to the estate the funds remaining in the account after he made certain agreed upon payments. Since respondent has asserted as a defense that he was unaware of that agreement, the attorney is a significant witness as to the negotiation of the agreement and whether he had actual or apparent authority to enter into the agreement on respondent's behalf.
Student note: The Appellate Division noted that the attorney's testimony is likely to be prejudicial to respondent, unless the attorney testifies that he acted without his client's knowledge or authority in entering into the agreement, pursuant to Rules of Professional Conduct [22 NYCRR 1200.0] rule 3.7[b].
Case: Matter of Ehrlich v. Wolf, NY Slip Op 03417 (1st Dept. 2015)
Here is the decision.
Tomorrow's issue: Rebutting the presumption of proper service.
