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Description Date Docket #

Bourne Valley Court Trust v. Wells Fargo Bank, N.A.

United States Ninth Circuit
Property Law & Real Estate, Constitutional Law, Probate, Trusts & Estates
In a Trust's action to quiet title on real property that it had acquired after the property had been foreclosed by a homeowners' association, the...
08/12/2016 15-15233

Funsten v. Wells Fargo Bank

California Court of Appeal
Probate, Trusts & Estates
In a consolidated trusts and estates action, arising from plaintiff's attempt to have himself named the sole successor trustee, the court held: 1)...
08/01/2016 A140941

US v. McNicol

United States First Circuit
Tax Law, Probate, Trusts & Estates
In the government's suit against a tax debtor's estate and the his wife, both individually and in her capacity as executrix of the estate, the...
07/15/2016 15-2214

Gregge v. Hugill

California Court of Appeal
Probate, Trusts & Estates
In a petition under Probate Code section 17200 to determine the validity of a 2008 amendment to petitioner's grandfather's inter vivos trust, alleging...
07/13/2016 H040663

Torjesen v. Mansdorf

California Court of Appeal
Civil Procedure, Debt Collection, Probate, Trusts & Estates, Judgement Enforcement
In a judgment enforcement action, arising after a judgment creditor failed to levy on the debtor's property until after the debtor's death then...
07/05/2016 B263377

Butler v. LeBouef

California Court of Appeal
Ethics & Professional Responsibility, Probate, Trusts & Estates
In an attorney's appeal of a probate judgment invalidating a will and living trust that he drafted for a client and which named him as the principal...
06/20/2016 B259534

In re Z.F.

California Court of Appeal
Family Law, Probate, Trusts & Estates
In an appeal by a minor's maternal grandmother and former legal guardian by appointment of the probate court, the probate court's termination of the...
06/15/2016 C076664

Conservatorship of Bower

California Court of Appeal
Probate, Trusts & Estates, Attorney's Fees
In a probate action involving the payment of attorney's fees in which a spouse failed to comply with orders to pay lump sum professional fees, the...
05/16/2016 G050468

McClatchy v. Coblentz, Patch, Duffy & Bass, LLP

California Court of Appeal
Civil Procedure, Probate, Trusts & Estates
In an action brought by the beneficiary of an irrevocable trust that was administered by a now-deceased partner of law firm defendant, the trial...
05/10/2016 A144391

Babbitt v. Super. Ct.

California Court of Appeal
Probate, Trusts & Estates
Although the beneficiaries of the irrevocable trust have standing to petition the probate court for an accounting and information after the settlor...
04/25/2016 B263917

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