California Court of Appeal

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Chatard v. Oveross, B213392

Trial court's order directing that its surcharge order upon former trustee be satisfied from her distributive share of the trust estate is affirmed as the beneficiary of a spendthrift trust who also acts a trustee and commits a breach of trust causing financial harm to the trust can have her interest in the trust estate impounded to satisfy a claim arising from her misfeasance.

Appellate Information

  • Decided 11/30/2009
  • Published 11/30/2009




  • California Court of Appeal


  • For Appellant:
  • Panitz & Kossoff and Kenneth W. Kossoff, Westlake Village, for Plaintiff and Appellant.

  • For Appellees:
  • Berman & Berman and Ronald Berman, Woodland Hills;  Oldman, Cooley, Sallus, Gold, Birnberg & Coleman, Marc L. Sallus and Mary-Felicia Apanius, Los Angeles, for Defendant and Respondent., Law Offices of Santiago, Rodnunsky & Jones, Artemio M. Santiago and David G. Jones, for Respondents.
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