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Description Date Docket #

King v. Johnston

California Court of Appeal
Civil Procedure, Government Law, Probate, Trusts & Estates
In plaintiff's suit against defendant alleging undue influence on the trustee to breach a trust of which plaintiff was a beneficiary, judgment in...
11/09/2009 D054136

Johnson v. Greenelsh

Supreme Court of California
Dispute Resolution & Arbitration, Probate, Trusts & Estates
In proceedings involving an arbitration petition by one co-trustee of a family trust and plaintiff-co-trustee's petition to enforce a no contest...
10/29/2009 S166747

Rands v. Rands

California Court of Appeal
Probate, Trusts & Estates
Probate court's order determining that settlor's revocation of a trust is ineffective due to his lack of capacity is affirmed as the certifications of...
10/27/2009 B208062

Nordwind v. Rowland

United States Second Circuit
Contracts, Ethics & Professional Responsibility, Injury & Tort Law, Probate, Trusts & Estates, Professional Malpractice
In an action for legal malpractice, summary judgment for defendants is affirmed where plaintiffs failed to show actual injury because, under German...
10/16/2009 07-4862

US v. Flowers

United States Fifth Circuit
Contracts, Probate, Trusts & Estates, Tax Law
In an action by the U.S. seeking reformation of a trust provision that sought to pass part of an estate to a family member free and clear of tax...
10/01/2009 08-30964

Guardianship of K.S.

California Court of Appeal
Ethics & Professional Responsibility, Probate, Trusts & Estates, Remedies
In an action involving the removal of a trustee of a life insurance trust established to provide for petitioner's son and his brother, trial court's...
09/30/2009 H032581

Estate of Pryor

California Court of Appeal
Entertainment Law, Family Law, Probate, Trusts & Estates
In an appeal involving presumptive disqualification of a care custodian from receiving a donative transfer from a dependent or elder adult, trial...
09/29/2009 B207402

Cook v. Cook

California Court of Appeal
Probate, Trusts & Estates
Probate court's finding that beneficiary's pleading violated the no-contest clause provision of the Trust, thereby causing his disinheritance pursuant...
09/29/2009 B205793

Segal v. Fifth Third Bank, N.A.

United States Sixth Circuit
Banking Law, Class Actions, Contracts, Probate, Trusts & Estates, Securities Law
District court's dismissal of plaintiff-trust accounts beneficiary's class action against bank and its holding company on state-law claims of breach...
09/17/2009 08-3576

Powell v. Comm'r. of Int'l. Rev.

United States Tenth Circuit
Probate, Trusts & Estates, Tax Law
In an appeal from a tax court's post-trial decision to adopt the Commissioner of Internal Revenue's computation of the taxpayer's estate tax...
09/11/2009 08-9005

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