Trusts and Estates
Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 1
Content
- Capacity and Susceptibility To Undue Influence: a Neuropsychiatrist's Perspective
- Chairs of Section Subcommittees
- Editorial Board
- Letter From the Chair
- Letter From the Editor
- McLe Self-study Article 2022 Legislation: New Laws That Trust and Estate Practitioners Should Know
- McLe Self-study Article Elusive Lucidities: Eyford V. Nord and California's Delusion Doctrine
- Pipe Dreams Can Come True: Gifting Opportunities 2023 and Onward
- Tax Alert
- Tips of the Trade You Don't Always Need a Formal Appraisal
- MCLE SELF-STUDY ARTICLE ASSEMBLY BILL 1663 "PROTECTIVE PROCEEDINGS": LESS-RESTRICTIVE ALTERNATIVES TO CONSERVATORSHIP
- Litigation Alert
LITIGATION ALERT
Written by Jeremiah J. Moffit, Esq.,* Courtney A. Sorensen, Esq.,* Craig S. Weinstein, Esq.,* and Sara Z. May, Esq.*
PROBATE CODE SECTION 850 DOES NOT AUTHORIZE A CLAIMANT TO SEEK THE RETURN OF DOCUMENTS AND COMMUNICATIONS AS ASSETS OF THE ESTATE
PARKER V. SCHWARCZ (2022) 84 CAL.APP.5TH 418
The First District Court of Appeal held that a former conservatee could not use Probate Code section 850, authorizing the return of real or personal property, to obtain documents and communications of the former temporary conservator.