Description Date Docket #
Parille v. O'Connor
California Court of Appeal
Probate, Trusts & Estates, Banking Law
In an estate planning case, arising after daughter petitioned for ownership over funds remaining in joint accounts held with her deceased mother, the...
10/13/2017 B272085
Urick, III v. Urick
California Court of Appeal
Civil Procedure, Probate, Trusts & Estates
Reversing a probate court order granting the special motion to strike a petition filed by a beneficiary filing a petition for instructions as to...
10/05/2017 B278257
In Re J and S Properties LLC
United States Third Circuit
Bankruptcy Law, Probate, Trusts & Estates
Affirming the district court's support for a US Bankruptcy Court decision that qualified immunity applies to discretionary actions taken by a trustee...
09/28/2017 16-3366
Lazar v. Charles Schwab Co. Inc.
United States Ninth Circuit
Probate, Trusts & Estates, ERISA, Constitutional Law, Civil Procedure
Affirming the plaintiff's standing to bring a constitutional challenge under the Contracts Clause in the case of a divorced individual's attempts to...
07/14/2017 15-15078
Irvin v. Contra Costa County Employees' Retirement Ass'n
California Court of Appeal
Probate, Trusts & Estates, Labor & Employment Law, Labor & Employment Law
Reversing the trial court's affirmation of the Contra Costa County Employees' Retirement Association Board of Retirement's denial of surviving spouse...
06/30/2017 A149642
Raymond Loubier Irrevocable Trust v. Noella Loubier
United States Second Circuit
Civil Procedure, Probate, Trusts & Estates
In an inheritance dispute pertaining to the assets of the deceased, as conveyed to various revocable and irrevocable trusts in the deceased's name and...
06/01/2017 15-802-cv
Higgins v. Higgins
California Court of Appeal
Civil Procedure, Probate, Trusts & Estates
In a trust case in which a wife agreed to hold funds in trust for her husband's elderly stepmother, and after her husband's death, the wife changed...
05/09/2017 B265865
US v. Cardaci
United States Third Circuit
Tax Law, Probate, Trusts & Estates
In an action involving the Government's attempts to collect unpaid taxes assessed against a homeowner, seeking a judicial sale of the home, the...
05/08/2017 14-4237
Bresler v. Wilmington Trust Co.
United States Fourth Circuit
Evidence, Probate, Trusts & Estates, Contracts
In a breach of contract action brought by personal representatives of an estate, the district court's judgment that trustee-defendant breached an...
04/20/2017 15-2086
US v. Harris
United States Ninth Circuit
Sentencing, Probate, Trusts & Estates, Criminal Law & Procedure
In a case in which the beneficiary owes restitution ordered following his 1997 conviction, the district court's decision that a writ of continuing...
04/20/2017 16-10152

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