Description Date Docket #
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
Kerley v. Weber
California Court of Appeal
Criminal Law & Procedure, Probate, Trusts & Estates, Elder Law
Held that a paralegal convicted of stealing hundreds of thousands of dollars from an elderly woman with dementia owed restitution and also was liable...
10/03/2018 B282202
Estate of Obata
California Court of Appeal
Probate, Trusts & Estates
Held in a probate dispute that the descendants of a man's adoptive parents were entitled to estate distribution because California law recognizes as...
09/26/2018 A150284
Barefoot v. Jennings
California Court of Appeal
Probate, Trusts & Estates
Affirmed that the plaintiff lacked standing to petition to set aside certain amendments to her parents' trust. The plaintiff insisted she had legal...
09/10/2018 F076395
Estate of O'Connor
California Court of Appeal
Probate, Trusts & Estates
Held that a power of appointment exercised in a will complied with the requirements of the California Probate Code. The sole question before the court...
08/29/2018 D071284
Conservatorship of Presha
California Court of Appeal
Probate, Trusts & Estates, Elder Law
Affirmed an award of fees by the trial court. The petitioner, Christine Davidson, was the court-appointed conservator for Lorraine Presha, who died in...
08/22/2018 E066177
Scott v. McDonald
California Court of Appeal
Probate, Trusts & Estates, Administrative Law
Affirmed as modified. Defendant, the beneficiary of a special needs trust, sued the plaintiff, the trustee, for mismanagement of the trust. The...
08/22/2018 E062672
Murray v. City of Philadelphia
United States Third Circuit
Civil Procedure, Civil Rights, Probate, Trusts & Estates
Dismissed an appeal filed in a civil rights case by the estate of a man who was shot and killed by police officers. As the administrator of the...
08/21/2018 16-3145
Cortese v. Sherwood
California Court of Appeal
Probate, Trusts & Estates, Legal Malpractice
Held that the trial court should have dismissed a claim against an attorney for participation in a breach of trust. The attorney, who handled trust...
08/21/2018 A152351
Powell v. Tagami
California Court of Appeal
Probate, Trusts & Estates
Affirmed the denial of a trust beneficiary's challenge to two probate orders. The beneficiary was embroiled in a dispute with the trustee over...
08/15/2018 D072566

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