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Description Date Docket #

Manson v. Shepherd

California Court of Appeal
Attorney's Fees, Probate, Trusts & Estates
In a trustee's petition for settlement of first account and report and approval of attorney's fees over the objection of her deceased husband's four...
09/30/2010 H034019

Araiza v. Younkin

California Court of Appeal
Probate, Trusts & Estates
Trial court's order confirming ownership of a savings account to a lawyer, as successor trustee of a living trust, and naming the lawyer's mother the...
09/29/2010 B221815

Weinberger v. Morris

California Court of Appeal
Probate, Trusts & Estates
In plaintiff's claims regarding the construction of his deceased mother's trust instrument against the trustee and others, an order finding the...
09/24/2010 B215819

Griffin v. J.P. Morgan Chase & Co.

United States Fifth Circuit
Attorney's Fees, Civil Procedure, Contracts, Debt Collection, Probate, Trusts & Estates
In plaintiff's appeal from the district court's grant of his ex-attorney's motion to intervene and judgment in favor of intervenor granting imposition...
09/24/2010 09-30734

Estate of Cairns

California Court of Appeal
Evidence, Probate, Trusts & Estates
In trustees' probate petition proceeding, the court's interpretation of a provision known as the "five-or-five" provision, for annual distribution of...
09/23/2010 A125736

Uzyel v. Kadisha

California Court of Appeal
Attorney's Fees, Ethics & Professional Responsibility, Probate, Trusts & Estates, Remedies
In beneficiaries' suit against a trustee for breach of trust, trial court's judgment is affirmed in part, reversed in part and remanded where: 1)...
09/22/2010 B196045

People v. Fenderson

California Court of Appeal
Criminal Law & Procedure, Evidence, Probate, Trusts & Estates
Conviction of defendant for grand theft and second-degree commercial burglary for removing over $300,000 from an elderly woman's bank account shortly...
09/17/2010 A123984

Austin v. Simpson

California Court of Appeal
Government Law, Probate, Trusts & Estates
Probate court's conclusion that certain gifts given by the decedent to his former wife's daughter were valid is affirmed where: 1) substantial...
09/16/2010 F058119

Henry E. & Nancy Horton Bartels Trust for the Benefit of Cornell Univ. v. US

United States Federal Circuit
Administrative Law, Government Law, Probate, Trusts & Estates, Tax Law, Tax-exempt Organizations
In a university trusts' tax refund suit, the Court of Federal Claims' denial of its claim is affirmed as the securities purchased on margin by...
09/07/2010 09-5122

Favila v. Katten Muchin Rosenman LLP

California Court of Appeal
Contracts, Corp. Governance, Corporation & Enterprise Law, Evidence, Injury & Tort Law, Probate, Trusts & Estates
In an executor's suit against defendant for conversion, breach of fiduciary duty and fraud in connection with the sale of decedent's company, trial...
09/03/2010 B215096

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