Trusts and Estates
Ca. Trs. & Estates Quarterly VOLUME 30, ISSUE 2, 2024
Content
- Chairs of Section Subcommittees
- Editorial Board
- Inside This Issue
- Letter From the Chair
- Letter From the Editor
- McLe Self-study Article Drafting Trusts For Sustainable Investing In California
- McLe Self-study Article Risk Mitigation Strategies For the Successor Trustee
- Proposals For Income and Gratuitous Transfer Tax Law Reforms, a Combined Annual Mark-to-market and Wealth Tax, and a Uniform State Fiduciary Income Tax Law
- Tax Alert October 2023 - December 2023
- The Revocation Roadmap: How To Navigate Presumptions of Wills
- Litigation Alert
LITIGATION ALERT
Written by Michael S. Brophy, Esq.*, Craig S. Weinstein, Esq.*, Sara Z. May, Esq.*, Courtney A. Sorensen, Esq.**, Ann Kinsey Schu, Esq.**
I. WELFARE AND INSTITUTIONS CODE SECTION 15657.03 DOES NOT AUTHORIZE A COURT TO ORDER A DEED VOID AB INITIO
NEWMAN V. CASEY (2024) 99 CAL.APP.5TH 359
The First District Court of Appeal held that sufficient evidence supported the trial court’s issuance of two-year restraining orders under Welfare and Institutions Code section 15657.03, but the trial court exceeded its authority under that section when it declared a deed void ab initio.