Trusts and Estates
Ca. Trs. & Estates Quarterly 2020, Volume 26, Issue 2
Content
- California's Statutory Will Needs An Update To Keep Up With Duke
- Chairs of Section Subcommittees
- Editorial Board
- From the Chair
- From the Editors-in-chief
- Inside this Issue:
- Now What? Enforcement and Collection of a Surcharge Order
- Smith V. Szeyller: Probate Court Authority For Attorneys' Fee Award Under the Substantial Benefit Doctrine For Successful Beneficiaries
- Tax Alert
- Transmutation By Deed In California Is a Risky Business
- Tips of the Trade: Propriety of Filing a Demurrer In Probate Court; Helpful Tips On Timing
- Litigation Alert
LITIGATION ALERT
By Jeremiah J. Moffit, Esq.,* Catherine M. Swafford, Esq.,* Matthew R. Owens, Esq.,* and Courtney A. Sorensen, Esq.*
DISINHERITED BENEFICIARY HAS STANDING UNDER PROBATE CODE SECTION 17200 TO PETITION TO INVALIDATE THE DISINHERITING TRUST AMENDMENT
Barefoot v. Jennings (2020) 8 Cal.5th 822
The Supreme Court of California held that persons who claim that trust instruments eliminated their status as a beneficiary due to incapacity, undue influence, or fraud have standing to litigate those claims in Probate Court under Probate Code section 17200.