California Court of Appeal

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Balian v. Balian, B214434

Probate court's order granting a declaratory relief petition brought by a trust beneficiary to determine that a proposed petition to modify an irrevocable trust is not a contest is affirmed as the proposed modification petition explicitly states that it is being pursued under section 15409 and as such, it does not violate a no contest clause.

Appellate Information

  • Decided 12/11/2009
  • Published 12/11/2009


  • TURNER, P.J.


  • California Court of Appeal


  • For Appellees:
  • Lurie, Zepeda, Schmalz & Hogan, M. Damien Holcomb and Steven L. Hogan, Beverly Hills;  Cutugno & Rust, Richard N. Rust, Beverly Hills, for Defendants and Appellants., Schomer Law, Scott P. Schomer, Los Angeles;  Matthew W. Goldsby, Pasadena, for Plaintiff and Respondent.
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