Trusts and Estates
Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 4
Content
- MCLE SELF-STUDY ARTICLE SETTLOR INCAPACITY AND FILLING A TRUST'S "EMPTY CHAIRS"
- 2023 Legislation: New Laws That Trust and Estate Practitioners Should Know
- Chairs of Section Subcommittees
- Editorial Board
- Inside This Issue
- Letter From the Chair
- Letter From the Editor
- MCLE SELF-STUDY ARTICLE TRUSTEE'S OBLIGATION TO MAINTAIN IMPARTIALITY IN TRUST LITIGATION: ZAHNLEUTER v. MUELLER (2023) 88 CAL.APP.5TH 1294
- McLe Self-study Article When Should An Irc Section 645 Election Be Made? Almost Always!
- Tax Alert
- Tips of the Trade: the Professional Fiduciary Practice Administrator - a New Kid In Town
- Litigation Alert
LITIGATION ALERT
Written by Michael S. Brophy, Esq.*, Courtney A. Sorensen, Esq.*, Craig S. Weinstein, Esq.*, and Sara Z. May, Esq.*
A FINANCIAL INSTITUTION OWES AN INTENDED BENEFICIARY A DUTY OF CARE BECAUSE THERE IS A SPECIAL RELATIONSHIP BETWEEN THE FINANCIAL INSTITUTION AND THE INTENDED BENEFICIARY
Law Firm of Fox and Fox v. Chase Bank, N.A. (2023) 95 Cal. App.5th 182
The Second District Court of Appeal held that a financial institution has a special relationship with an intended beneficiary of an account and therefore owes that intended beneficiary a duty of care.