Description Date Docket #
Estate of Victor Reed
California Court of Appeal
Civil Procedure, Probate, Trusts & Estates
Rejecting the appeal of a trial court decision removing a man as the personal representative of a probate estate because the court had stated its...
11/08/2017 A148678
P. v. Shine
California Court of Appeal
Civil Procedure, Probate, Trusts & Estates, Attorney's Fees
Reversing and remanding a trial court grant of a trustee's petition for advanced fees from the trust to defend their continuing control of the trust...
10/23/2017 A148505
Aviles v. Swearingen
California Court of Appeal
Probate, Trusts & Estates
Affirming an order denying a petition to disinherit the respondent in a probate case because the no-contest clause covering the trust was neither...
10/23/2017 B281420
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

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