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ST. MALACHY ROMAN CATHOLIC CONG'N v. INGRAM

No. 12-1817.

841 N.W.2d 338 (2013)

ST. MALACHY ROMAN CATHOLIC CONGREGATION OF GENESEO, Illinois; Steve Bristol; Conni Bristol; and Kewanee Area United Way, Appellants, v. Donna K. INGRAM, as Executor of the Estate of James Ingram, and Robert W. Baird & Co., Inc., Appellees, and Marie R. Tarbox and Gosma, Tarbox & Associates, P.L.C., Appellants.

Supreme Court of Iowa.

December 27, 2013.

Attorney(s) appearing for the Case

Peter C. Riley of Tom Riley Law Firm, P.L.C., Cedar Rapids, for appellants St. Malachy Roman Catholic Congregation of Geneseo, Illinois; Steve Bristol; Conni Bristol; and Kewanee Area United Way.

Kevin J. Visser and Lisa A. Stephenson of Simmons Perrine Moyer Bergman PLC, Cedar Rapids, for appellants Marie R. Tarbox and Gosma, Tarbox & Associates, P.L.C.

William T. McCartan of Bradley & Riley PC, Cedar Rapids, for appellee Robert W. Baird & Co., Inc.

Gregory M. Lederer and Megan R. Dimitt of Lederer Weston Craig PLC, Cedar Rapids, for appellee Donna K. Ingram, executor of the estate of James Ingram.

MANSFIELD, Justice.

I. Introduction.

This case requires us to decide whether a financial advisor to an individual can be sued by identified beneficiaries of the individual's signed written estate plan when, due to the advisor's allegedly negligent performance of his duties, those beneficiaries do not receive what they were supposed to get under the plan. We conclude the rationale of Schreiner v. Scoville, 410 N.W.2d 679

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