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KLEIN v. AMERICAN LIFE & CAS. CO.

No. 2001 CA 2336.

858 So.2d 527 (2003)

Kirby J. KLEIN, Carolyn Klein Hail, and the Estate of Philip B. Klein v. AMERICAN LIFE & CASUALTY COMPANY, American Estate Services, Inc. a/k/a Advanced Legal Systems, Inc., Brian E. Causey, Ronnie Planchard, and Addison Insurance Marketing, Inc.

Court of Appeal of Louisiana, First Circuit.

Writ Denied November 7, 2003.

Attorney(s) appearing for the Case

James F. Willeford, New Orleans, Marian Livaudais, Mandeville, for Appellants Plaintiffs Kirby J. Klein and Carolyn Klein Hail.

Christine Lipsey, Baton Rouge, for Appellee Defendant American Life & Casualty Ins. Co.

David C. Forrester, Baton Rouge, Melissa J. Richard, for Appellees Defendants American Estate Services, Inc. and Addison Ins. Marketing, Inc.

Panel composed of Judges FRANK FOIL, PAGE McCLENDON and WILLIAM F. KLINE, Jr.

FOIL, J.

The heirs of an annuity buyer appeal from a judgment dismissing their claims against a life insurance company, an insurance marketing corporation, and an estate planning corporation. We affirm in part, reverse in part, and remand for further proceedings.

FACTUAL AND PROCEDURAL BACKGROUND

In May 1995, Philip Klein, 85 years old, contracted with American Estate Services, Inc. (AES) for estate planning services, including the execution of a...

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