Trusts and Estates Section

Summary: A finding of bad faith is a prerequisite to an award of double damages under Probate Code section 859 based on a theory of undue influence. Read more

Summary: Where the trust expressly required that amendments be made by a signed writing, handwritten interlineations on a trust instrument did not constitute a valid amendment because they were not signed. Read more

Summary: The statutory time limit for commencement of a jury trial following a proposed conservatee’s demand is not mandatory, and failure to commence trial within statutory confines is not grounds for earlier expiration of the conservatorship. Read more

Summary: LPS Conservatee’s appeal of denial of right to jury trial deemed untimely and substantial evidence supported order for involuntary medication. Read more

Summary: In an action to reappoint an LPS conservator, the petitioner need not prove as an additional element that the conservatee is unwilling or unable to voluntarily accept treatment. Read more

Join us for The Forty Third Annual Fall Program on Friday, October 25, 2019 in Loma Linda. We have a panel of remarkable speakers and you don't want to miss out! Read more

Join us for The Forty Third Annual Fall Program on Friday, October 25, 2019 in Loma Linda. We have a panel of remarkable speakers and you don't want to miss out! Read more

Summary: Future Distributions of Trust Principal May be Subject to Judgment Creditors When Due and Payable, Regardless of When Petition To Enforce is Filed. Read more

Earn 6.5 Hours of MCLE; includes Legal Specialization in Estate Planning, Trust and Probate Law Friday, August 23, 2019 DoubleTree by Hilton San Diego – Mission Valley 7450 Hazard Center Drive San Diego, CA 92108 Register Online Here Schedule | Speakers | Essential Info | Brochure | Registration Info Read more

Earn 6.5 Hours of MCLE; includes Legal Specialization in Estate Planning, Trust and Probate Law Friday, August 23, 2019 DoubleTree by Hilton San Diego – Mission Valley7450 Hazard Center DriveSan Diego, CA 92108 REGISTER ONLINE HERE Schedule | Speakers | Essential Info | Brochure | Registration Info Schedule 8:00 a.m. – 4:15 p.m | Registration and Continental Breakfast Registration open all day 8:30 a.m. – 10:00 a.m. | Session I: Introduction to the Specialization Exam, Its Format, Subjects Covered and… Read more