Trusts and Estates
Ca. Trs. & Estates Quarterly 2022, Volume 28, Issue 2
Content
- Chairs of Section Subcommittees
- Editorial Board
- Inside this Issue:
- Letter From the Chair
- Letter From the Editor
- McLe Self-study Article Beyond Barefoot - Standing In Trust, Estate, Elder Abuse and Related Litigation
- McLe Self-study Article Courts Do Not Agree On the History and Meaning of California Probate Code Section 15402
- Tax Alert
- Tips of the Trade: Don't Put Off To Tomorrow What You Can Do Today - Avoiding Post-death Contests Through Inter Vivos Petitions
- Use of Independent Professional Trustees In Estate Plans
- "IF I GET MARRIED, I WANT TO BE VERY MARRIED." THE GODFATHER OF SOUL, RICHARD PRYOR, AND OTHER POST-DEATH CHALLENGES TELL US: HOW MARRIED YOU ARE DEPENDS ON THE STATE
- Litigation Alert
LITIGATION ALERT
Written by Jeremiah J. Moffit, Esq.,* Courtney A. Sorensen, Esq.* Craig S. Weinstein, Esq.*, and Sara Z. May, Esq.*
I. TRUST AMENDMENT SIGNED AND ACCEPTED BY SETTLORS, BUT NOT NOTARIZED, WAS INVALID UNDER TRUST PROVISION REQUIRING NOTARIZATION
Balistreri v. Balistreri (2022) 75 Cal.App.5th 511, review granted
The First District Court of Appeal held that when a trust specifies a method of amendment, Probate Code section 15402 provides no basis for validating an amendment that did not comply with that method, regardless of whether the method of amendment is exclusive or permissive.