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Description Date Docket #
US v. Z Investment Properties LLC
United States Fifth Circuit
Tax Law, Probate, Trusts & Estates
Appeals court affirmed district court's decision that the federal tax lien was enforceable even though it had errors on the document. The appeals...
04/19/2019 18‐1915
Dudek v. Dudek
California Court of Appeal
Probate, Trusts & Estates, Insurance Law
Addressed a dispute regarding who was entitled to monies paid under a life insurance policy. The issue concerned an irrevocable life insurance trust....
04/10/2019 D073491
Estate of Herzog
California Court of Appeal
Probate, Trusts & Estates
In a probate case, held that a decedent's sole heir was not a half-sister who had been identified by a firm specializing in locating heirs. Affirmed...
03/29/2019 E068698
Dieringer v. Commissioner of Internal Revenue
United States Ninth Circuit
Tax Law, Probate, Trusts & Estates
Affirmed the Tax Court's decision that a decedent's estate had overstated the amount of a charitable deduction and thus received a large tax windfall....
03/12/2019 16-72640
Trolan v. Trolan
California Court of Appeal
Probate, Trusts & Estates
Addressed a dispute between six siblings over the interpretation of a family trust created by their parents, in a case where five of them sought one...
01/30/2019 H044213
Conservatorship of Ribal
California Court of Appeal
Probate, Trusts & Estates, Attorney's Fees
Held that a conservator's motion for certain attorney fees was untimely, in a case where she had sued an individual seeking return of conservatorship...
01/18/2019 G056105
Smith v. Szeyller
California Court of Appeal
Probate, Trusts & Estates
In a dispute among beneficiaries of a family trust, upheld a settlement that included an award of attorney and expert fees, to be paid from trust...
01/16/2019 B281758
Estate of Stockird
California Court of Appeal
Probate, Trusts & Estates
In a probate dispute, addressed a question regarding which of two individuals was entitled to inherit the share of an estate that the decedent had...
12/19/2018 A152538
Schwan v. Permann
California Court of Appeal
Probate, Trusts & Estates
Reversed in part a decision involving the rights of certain beneficiaries of a trust. The trust had been created by an employer that wanted to reward...
10/25/2018 A151070
Orange Catholic Foundation v. Arvizu
California Court of Appeal
Tax-exempt Organizations, Probate, Trusts & Estates
Affirmed the denial of a Roman Catholic Diocese's petition to remove an individual from her position as trustee of an individual's trust and for...
10/17/2018 G055189

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