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Description Date Docket #

Conservatorship of Ribal

California Court of Appeal
Probate, Trusts & Estates, Attorney's Fees
Held that a conservator's motion for certain attorney fees was untimely, in a case where she had sued an individual seeking return of conservatorship...
01/18/2019 G056105

Smith v. Szeyller

California Court of Appeal
Probate, Trusts & Estates
In a dispute among beneficiaries of a family trust, upheld a settlement that included an award of attorney and expert fees, to be paid from trust...
01/16/2019 B281758

Estate of Stockird

California Court of Appeal
Probate, Trusts & Estates
In a probate dispute, addressed a question regarding which of two individuals was entitled to inherit the share of an estate that the decedent had...
12/19/2018 A152538

Schwan v. Permann

California Court of Appeal
Probate, Trusts & Estates
Reversed in part a decision involving the rights of certain beneficiaries of a trust. The trust had been created by an employer that wanted to reward...
10/25/2018 A151070

Orange Catholic Foundation v. Arvizu

California Court of Appeal
Tax-exempt Organizations, Probate, Trusts & Estates
Affirmed the denial of a Roman Catholic Diocese's petition to remove an individual from her position as trustee of an individual's trust and for...
10/17/2018 G055189

Kerley v. Weber

California Court of Appeal
Criminal Law & Procedure, Probate, Trusts & Estates, Elder Law
Held that a paralegal convicted of stealing hundreds of thousands of dollars from an elderly woman with dementia owed restitution and also was liable...
10/03/2018 B282202

Estate of Obata

California Court of Appeal
Probate, Trusts & Estates
Held in a probate dispute that the descendants of a man's adoptive parents were entitled to estate distribution because California law recognizes as...
09/26/2018 A150284

Barefoot v. Jennings

California Court of Appeal
Probate, Trusts & Estates
Affirmed that the plaintiff lacked standing to petition to set aside certain amendments to her parents' trust. The plaintiff insisted she had legal...
09/10/2018 F076395

Estate of O'Connor

California Court of Appeal
Probate, Trusts & Estates
Held that a power of appointment exercised in a will complied with the requirements of the California Probate Code. The sole question before the court...
08/29/2018 D071284

Scott v. McDonald

California Court of Appeal
Probate, Trusts & Estates, Administrative Law
Affirmed as modified. Defendant, the beneficiary of a special needs trust, sued the plaintiff, the trustee, for mismanagement of the trust. The...
08/22/2018 E062672

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