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KARAM v. SAGEMARK CONSULTING, INC.

No. 03-1763.

383 F.3d 421 (2004)

Carole M. KARAM, et al., Plaintiffs-Appellants, v. SAGEMARK CONSULTING, INC., f/k/a Cigna Financial Advisors, Inc. et al., Defendants-Appellees.

United States Court of Appeals, Sixth Circuit.

Decided and Filed: September 10, 2004.

Attorney(s) appearing for the Case

Richard E. Shaw (briefed), Jamal J. Hamood (argued and briefed), Hamood & Fergestrom, Troy, MI, for Plaintiff-Appellant.

Kathleen McGee Lewis (briefed), Ted T. Amsden (argued and briefed), Thomas S. Bishoff (briefed), Dykema Gossett, Detroit, MI, for Defendant-Appellee.

Before: CLAY and GILMAN, Circuit Judges; MATIA, Chief District Judge.

OPINION

RONALD LEE GILMAN, Circuit Judge.

The decedent, Abraham Karam, executed a trust agreement in 1987 that divided his assets equally between a marital trust and a residual family trust. In 1994, the decedent entered into a contract with Sagemark Consulting, Inc. (then known as Cigna Financial Advisors, Inc.) to review his personal finances for a $2,500 fee. The contract provided that Sagemark would prepare...

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