Trusts and Estates

Ca. Trs. & Estates Quarterly 2022, Volume 28, Issue 3

LITIGATION ALERT

Written by Jeremiah J. Moffit, Esq.,* Courtney A. Sorensen, Esq.* Craig S. Weinstein, Esq.,* and Sara Z. May, Esq.*

I. WHERE A GROUP ESTABLISHED A CHARTIABLE TRUST, INDIVIDUAL MEMBERS LACKED STANDING TO REMOVE THE TRUSTEE; COMMON LAW DOCTRINE OF SPECIAL STANDING DOES NOT APPLY TO REVOCABLE CHARITABLE TRUSTS

Autonomous Region of Narcotics Anonymous v. Narcotics Anonymous World Services, Inc. (2022) 77 Cal.App.5th 950

The Second District Court of Appeal held that special standing does not apply to revocable charitable trusts. Further, where the group acting as settlor is made up of various individual groups, each individual group was not a settlor, nor did the individual groups have standing to remove the trustee.

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