Trusts and Estates
Ca. Trs. & Estates Quarterly VOLUME 30, ISSUE 1, 2024
Content
- Chairs of Section Subcommittees
- Editorial Board
- Inside This Issue
- Letter From the Chair
- Letter From the Editor
- Litigation Alert
- McLe Self-study Article: How the King (V. Lynch Case) Was Slayed: the California Supreme Court Clarifies How a Revocable Trust May Be Modified
- McLe Self-study Article: People V. Sanchez and Expert Use of Hearsay In Trust and Estate Litigation
- Proposed Rule: Fincen Proposes Requiring Estate Planners To Report Transfers of Residential Real Property To Trusts
- Tax Alert
- Tips of the Trade: the Perfect Appraisal For Estate and Gift Tax Purposes: the Role of the Appraiser and the Attorney
- McLe Self-study Article: Working With the Enemy: How Parties Can Protect Themselves Against the Broad Doctrine of Quasi-judicial Immunity
MCLE SELF-STUDY ARTICLE: WORKING WITH THE ENEMY: HOW PARTIES CAN PROTECT THEMSELVES AGAINST THE BROAD DOCTRINE OF QUASI-JUDICIAL IMMUNITY
Written by Jonathan H. Park, Esq.* and Zachary Johnson, Esq.*
I. SYNOPSIS
The doctrine of quasi-judicial immunity poses unique legal challenges for parties and other interested persons involved in litigation. Quasi-judicial immunity is a doctrine that extends judicial immunity to persons other than judges if those persons act in a judicial or quasi-judicial capacity.01But how broad is the doctrine in practice, and to what range of persons can it be applied? The recent case of Holt v. Brock provides insight into answering those questions and also serves as a cautionary tale to litigants, especially in probate court.02
In Holt, the Court of Appeal found that, as a matter of first impression, a real estate broker appointed by the trial court to sell property of litigants was entitled to quasi-judicial immunity. Even though the broker was not performing a function normally performed by a judge, nor engaged in dispute resolution, he was determined to be acting as a limited agent for the court. Thus, the broker was immune from claims of breach of fiduciary duty, breach of contract, negligence, and intentional infliction of emotional distress.03