all - Opinion Summaries
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Showing Result 1 - 10 of 508
| Description | Date | Docket # |
|---|---|---|
Pena v. DeyCalifornia Court of Appeal
Probate, Trusts & Estates, Civil Procedure
Affirmed summary judgment in favor of Plaintiff. Defendant was allegedly made a beneficiary of a trust by handwritten interlineations by the original...
|
08/30/2019 | C083266 |
Blech v. BlechCalifornia Court of Appeal
Probate, Trusts & Estates, Debt Collection
Affirmed order granting enforcement of money judgments. Richard Blech is the beneficiary of a spendthrift trust that cannot be reached by a creditor...
|
08/15/2019 | B288074 |
Gonzalez v Department of Health Care ServicesCalifornia Court of Appeal
Government Law, Probate, Trusts & Estates, Asset Forfeiture
Affirmed. Plaintiff appealed from order of the probate court denying their request that special needs trust be distributed to them rather than...
|
06/24/2019 | B284521 |
North Carolina Dept. of Revenue v. Kimberley Rice Kaestner 1992 Family TrustUnited States Supreme Court
Tax Law, Probate, Trusts & Estates, Constitutional Law
Clarified the limits of a State's power to tax a trust. Struck down a North Carolina requirement that a trust must pay income tax to the State...
|
06/21/2019 | 18–457 |
Key v. TylerCalifornia Court of Appeal
Probate, Trusts & Estates
In a dispute among beneficiaries of a family trust, addressed an issue concerning an anti-SLAPP motion.
|
04/19/2019 | B283979 |
US v. Z Investment Properties LLCUnited 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. DudekCalifornia 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 HerzogCalifornia 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 RevenueUnited 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. TrolanCalifornia 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 |