BGJ ASSOCIATES, LLC v. Wilson

Opinion

EPSTEIN, Acting P. J.

In these appeals, we consider the impact of an attorney’s entry into a business transaction with a client, and the client’s subsequent decision to withdraw from the transaction. The evidence in this case demonstrates that the attorney’s conduct was in violation of the California Rules of Professional Conduct, rule 3-300, and also amounted to undue influence within the meaning of Probate Code section 16004. For that reason, the alleged agreement was voidable, and once the client acted to void it, the trial court properly refused to enforce the agreement or to grant…