No. 97-7157.

158 F.3d 1332 (1998)

Ferdinan B. STEVENSON, Appellant, v. Charles A. SEVERS, III, et al., Appellees.

United States Court of Appeals, District of Columbia Circuit.

Decided October 27, 1998.

Attorney(s) appearing for the Case

Robert L. Widener argued the cause for appellant. With him on the brief was Chrys D. Lemon.

Jack Kaufmann argued the cause for appellees. With him on the brief were Myles V. Lynk and Ralph G. Blasey, III.

Before: WALD, WILLIAMS and TATEL, Circuit Judges.


In 1986, appellant Ferdinan B. Stevenson retained a lawyer, appellee Charles Severs, and an insurance agent, appellee Sam Radin of National Madison Group, Inc., to set up a life insurance trust to benefit her four children upon her death. In order to avoid estate and gift tax liability for her yearly contributions to the trust, Severs advised Stevenson that the trust itself, instead of Stevenson's estate, should...

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