Trusts and Estates
Ca. Trs. & Estates Quarterly 2021, Volume 27, Issue 1
Content
- 2020 Legislation: a Short Legislative Session With Surprises
- Advanced Planning - a Decade In Review: What Have We Learned Over the Last Decade and Where Are We Headed?
- Chairs of Section Subcommittees
- Editorial Board
- From the Chair
- From the Editor-in-chief
- How Much Is Too Much? Trustee Compensation and An Analysis of California Rules of Court, Rule 7.776
- Inside this Issue:
- Tax Alert
- Tips of the Trade: the Irs Will Get Its Money, Just Not From Your Client-fiduciary
- When Is Enough, Enough? Judicial Trustee Removal and Trolan V. Trolan (2019) 31 Cal.App.5Th 939
- Litigation Alert
LITIGATION ALERT
By Jeremiah J. Moffit, Esq.,* Catherine M. Swafford, Esq.,* Matthew R. Owens, Esq.,* and Courtney A. Sorensen, Esq.*
BLOCKING AN ESTATE PLANNER FROM MEETING WITH A CLIENT MAY CONSTITUTE INTENTIONAL INTERFERENCE WITH EXPECTED INHERITANCE
Gomez v. Smith (2020) 54 Cal.App.5th 1016
The Third District Court of Appeal found that a child’s action to prevent her father from meeting with his attorney to avoid the execution of new estate planning documents constituted intentional interference with an expected inheritance.