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Description Date Docket #

BORISSOFF v. TAYLOR & FAUST

California Court of Appeal
Civil Procedure, Professional Malpractice, Probate, Trusts & Estates
Executor lacked standing to maintain professional malpractice action against attorneys who allegedly gave negligent tax advice to the predecessor...
02/22/2002 A093450, A094395

ESTATE OF FORD

California Court of Appeal
Family Law, Probate, Trusts & Estates
Evidence that plaintiff spent 18 years in deceased's care, but was never officially adopted, was not sufficient to support plaintiff's claim of...
02/21/2002 A094755

STEPHENS v. SUPERIOR COURT OF SAN DIEGO COUNTY (STEPHENS TRUST)

California Court of Appeal
Probate, Trusts & Estates
Under Code of Civil Procedure section 170.6, subdivision (2), the latter provision precludes a peremptory challenge by a late appearing party in a...
02/08/2002 D038328

ESTATE OF KOUBA

California Court of Appeal
Probate, Trusts & Estates
Trial court's orders, denying admission of documents signed by decedent as codicils and ruling that documents were not valid trust amendments, were...
02/04/2002 H021934, H021933

SCHUBERT v. REYNOLDS

California Court of Appeal
Probate, Trusts & Estates
Probate Code section 4264, which allows an attorney-in-fact to create a new trust but prohibits him from changing beneficiaries absent express written...
01/10/2002 G026327

SOCIETY OF LLOYD'S v. ESTATE OF JOHN WILLIAM MCMURRAY

United States Seventh Circuit
Probate, Trusts & Estates
Trust that directed payment of beneficiary's debts once beneficiary died must pay debts owed by beneficiary at the time of death even if creditor did...
12/11/2001 01-1965

DEVINE v. AM. PSYCHOANALYTIC ASS'N

California Court of Appeal
Probate, Trusts & Estates
A party entitled to select a co-trustee of a charitable trust is entitled to notice of a petition to construe, amend, and conform decedent's will and...
10/31/2001 H021898

HASKETT v. VILLAS AT DESERT FALLS

California Court of Appeal
Probate, Trusts & Estates
A trustee is not personally liable under Probate Code section 18001 for any obligation arising from his ownership or control of trust property, or...
07/17/2001 D033915

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