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Description Date Docket #

Charles Schwab & Co. v. Debickero

United States Ninth Circuit
Banking Law, ERISA, Probate, Trusts & Estates, Tax Law
In an interpleader action by a bank seeking to determine the ownership of an IRA account held by decedent, summary judgment for the named...
01/22/2010 07-15261

Suleman v. Sup. Ct.

California Court of Appeal
Civil Procedure, Family Law, Government Law, Probate, Trusts & Estates
A petition for a writ of mandate by plaintiff, commonly referred to in the media as the "Octomom", challenging the probate court's denial of her...
01/08/2010 G042509

Suleman v. Sup. Ct.

California Court of Appeal
Civil Procedure, Family Law, Government Law, Probate, Trusts & Estates
A petition for a writ of mandate by plaintiff, commonly referred to in the media as the "Octomom", challenging the probate court's denial of her...
01/08/2010 G042509

Balian v. Balian

California Court of Appeal
Administrative Law, Government Law, Probate, Trusts & Estates
Probate court's order granting a declaratory relief petition brought by a trust beneficiary to determine that a proposed petition to modify an...
12/11/2009 B214434

Rudnick v. Rudnick

California Court of Appeal
Attorney's Fees, Probate, Trusts & Estates
In an action by minority interest-holding beneficiaries opposing trustee's sale of the estate's principal asset, probate court's order awarding...
12/03/2009 F056587

In re: Hausman

Court of Appeals of New York
Probate, Trusts & Estates
In a probate proceeding, the appellate division's order voiding a deed transferring the estate's property is affirmed where decedent's children did...
12/01/2009 160

Chatard v. Oveross

California Court of Appeal
Probate, Trusts & Estates
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...
11/30/2009 B213392

Presta v. Tepper

California Court of Appeal
Civil Procedure, Contracts, Corp. Governance, Corporation & Enterprise Law, Probate, Trusts & Estates, Property Law & Real Estate
In plaintiff's suit against his former partner's widow for her refusal to sell the trusts' interests in two partnerships to plaintiff, judgment of the...
11/24/2009 G040427

Nelson v. Exxon Mobil Corp.

California Court of Appeal
Civil Procedure, Environmental Law, Injury & Tort Law, Probate, Trusts & Estates, Property Law & Real Estate, Remedies
In plaintiff-trust's suit against defendant-Exxon claiming contamination of its water supply and other allegations, judgment of the trial court is...
11/20/2009 C059615

1680 Prop. Trust v. Newman Trust

California Court of Appeal
Civil Procedure, Corporation & Enterprise Law, Probate, Trusts & Estates
In plaintiffs' suit against the defendant-Newman Trust for breach of fiduciary duty based on fraud, summary judgment for defendant is affirmed as the...
11/17/2009 B207613

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