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Description Date Docket #
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
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

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