ESTATE OF BASS EX REL. BASS v. KATTEN

Nos. 1-05-3043, 1-05-3044, 1-05-3051, 1-05-3053, 1-05-3068.

871 N.E.2d 914 (2007)

The ESTATE OF William BASS, Deceased, and by and through its Independent Coexecutor Edward BASS; Edward Bass, Individually; Lyle B. Streicher; and Northwestern Medical Faculty Foundation, Inc., Plaintiffs-Appellees and Cross-Appellants, v. Melvin L. KATTEN; Katten Muchin Zavis Rosenman, a Professional Corporation; Lizabeth N. Horn, Linda L. Miller; Harvey M. Silets; David M. Kushnir; Deloitte Touche, L.L.P.; Paul Anglin; James Jacobson, Griffith & Jacobson; Marc H. Schwartz; Laser Pokorny Schwartz Friedman & Economos; Vedder, Price, Kaufman & Kammholz; Igor Potym; Vincent A.F. Sergi, P.C.; Kristin J. Achterhof; James Craig Anderson; Nicole Nehama Auerbach; Steven F. Banghart; Sheldon I. Banoff, P.C.; Steven L. Bashwiner, P.C.; Jonathan K. Baum; Alan M. Berry, P.C.; Victor H. Bezman, P.C.; Craig C. Bradley; Robert J. Brantman; James M. Broeking; Edwin E. Brooks, Mathew S. Brown; David J. Bryant; James A. Burns, Jr.; Michael R. Callahan; Dawn M. Canty; Jane J. Choi; David W. Clough; Stevie D. Conlon; Tanya L. Curtis; Theresa L. Davis; W. Kenneth Davis, Jr.; David R. Dlugie; Leah J. Domitrovic; William M. Doyle, Jr.; David M. Dunbar, Jeffrey L. Elegant; Jonathan S. Feld; Leonard A. Ferber; Kurt W. Florian, Jr.; Gary J. Fox; Renee M. Friedman; Ferdinand J. Gallo, III; James M. Gecker; Scott Michael Gettleson; Rene Ghandimi; Richard E. Ginsberg; Basil V. Godellas; Susan L. Goldenberg; Julie L. Gottshall; Stuart E. Grass; Bryan J. Green; Lewis Greenbaum; Russell E. Greenblatt, P.C.; Arthur W. Hahn; Patricia M. Hanson; Megan Hardiman; Charles Harris; Michael O. Hartz; Robin Heiss; Ted S. Helwig; Mary Ellen Hennessy; Amy A. Hijjawi; Janet Goelz Hoffman; Linda Lemel Hoseman; Kenneth M. Jacobson; Tara Goff Kamradt; Melvin L. Katten, P.C.; David H. Kistenbroker; Adam R. Klein; Marla J. Kreindler; Stewart T. Kusper; Howard S. Lanznar; Lawrence D. Levin; Kevin S. MacKinnon; Seth R. Madorsky; Reid A. Mandel; Floyd A. Mandell, P.C.; Laura Keidan Martin; Nina B. Matis, P.C.; William E. Mattingly, P.C.; Thomas J. McFadden; Adam M. Meek; Kenneth. W. Miller, Patrick J. Morris; Alan J. Muchin, P.C.; Kathleen M. Murphy; Steven V. Napolitano; Kyle E. Nenninger; Terry E. Newman, P.C.; Wesley G. Nissen; J. Phillip O'Brien; Steven R. Olson; John S. Paniaguas; Keith D. Pascus; Timothy J. Patenode; Jeffrey R. Patt; Melvin E. Pearl, P.C.; Gerald M. Penner, P.C.; Daniel J. Pearlman; Michael M. Philip; Gregory P.L. Pierce; Nancy J. Rich; Howard M. Richard, P.C.; Brian F. Richards; Saul E. Rudo; Suzanne M. Russell; Barnett P. Ruttenberg, P.C.; James L. Sawyer; Richard M. Seligman, P.C.; Russell B. Selman; Steven A. Shapiro, P.C.; David R. Shevitz, P.C.; Orrin S. Shifrin; Stuart P. Shulruff; Ross O. Silverman; Mark C. Simon; Ann Marie Sink; Nina Momtazee Sitzer; Andrew D. Small; Pamela G. Smith; Gil M. Soffer; Bonita L. Stone; Marcia W. Sullivan, P.C.; Ira J. Swidler; Ernest W. Torain, Jr.; James D. Van De Graaff; Timothy J. Vezeau; Zachary D. Wagman; Milton S. Wakschlag; Herbert S. Wander, P.C.; Maryann A. Waryjas; Elizabeth Fleming Weber; Walter S. Weinberg; Mark S. Weisberg; John Robert Weiss; Linda Jeffries Wight; Bruce G. Wilson; Mark D. Wood; Sheldon T. Zenner; Mark S. Zolino; and John Doe Nos. 1 through 600, Defendant-Appellants and Cross-Appellees.

Appellate Court of Illinois, First District, Fourth Division.

June 29, 2007.


Attorney(s) appearing for the Case

Edward M. Kay, John M. Hynes, Paula Carstensen, Chip G. Schonenberger, Clausen Miller P.C., Chicago, for Laser Pokorny Schwartz Friedman & Economos.

Hinshaw Culbertson, Chicago, for Griffith & Jacobson LLC.

Mayer, Brown, Rowe & Maw LLP, Chicago, for Paul Anglin.

Williams Montgomery & John Ltd., Chicago, for Lizabeth F. Horn; Melvin A. Katten; Katten Muchin Zavis Rosenman; David A. Kushnir; Linda Miller; Harvey M. Silets.

Perkins Coie LLP, Chicago, for Igor Potym.

Richard J. Prendergast, Ltd., Chicago, for Estate of William Bass.

Novoselsky Law Offices, Chicago, for Novoselsky Law Offices.

Hoogendoorn, Talbot & Davids, Chicago, for Northwestern Medical Faculty Foundation, Inc.


Justice MURPHY delivered the opinion of the court:

William Bass, now deceased, executed conflicting estate plans in 2000 and 2002. The 2002 estate plan was admitted to probate, and one of the beneficiaries of the 2002 plan filed suit in that court to challenge the validity of the 2000 trust and recover for the estate all assets allegedly transferred to the 2000 trust. While that case was pending on appeal, the estate, William Bass's brother, Edward Bass, and his sister...

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