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Description Date Docket #

Pena v. Dey

California 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. Blech

California 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 Services

California 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 Trust

United 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. Tyler

California 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 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