Trusts and Estates Case Alerts

In prior probate proceedings plaintiff Norman Bartsch Herterich made a claim to his father Hans Bartsch’s entire estate as an omitted child on the basis that Bartsch either did not believe, or forgot, that he had a child when he executed his will. The probate court granted summary judgment against plaintiff, and concluded that substantial evidence showed that Bartsch was aware of plaintiff’s existence when he executed his will. Read more

Cite as D070907Filed January 23, 2018, Fourth District, Div. One By Daniel C. KimWeintraub Tobin Chediak Coleman Grodin Law Corporationwww.weintraub.com “Grandfather” Gaynor died in 1983, leaving a trust estate split three ways, one share for each of his three children and their issue. Following litigation concerning management and control of the trust, the prevailing beneficiaries filed a surcharge petition against the co-trustees, and later added James Bulen based on his alleged de facto trustee status. The beneficiaries sued for breach… Read more

Kerkorian executed a will in July 2013 and married Una Davis about a year later. Two days prior to the wedding, he gave Anthony Mandekic $10 million dollars with instructions to give the money to Davis outside of Kerkorian’s estate or any testamentary transfer, and Mandekic complied. The day before the wedding, Davis signed a waiver, relinquishing any right to Kerkorian’s estate, including the right of an omitted spouse. Kerkorian died a year later, and his will did not name Davis as a beneficiary. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2017. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2016. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2015. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2014. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2013. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2012. Read more

The Trusts and Estates Section periodically sends email with New Case Alerts to its members. Here are the case alerts from 2011. Read more