Probate: Fee Recovery To Beneficiary Challenging Trustee’s Performance Reversed And Fee Denial To Trustee For Defending Lawsuit Reversed Based On An Overturning Of A Crucial Merits Ruling
Cases: ProbateBeneficiary Failed To Show Fee Entitlement As A Matter Of Law. In Morgan-Perales v. Savage, Case No. G052317 (4th Dist., Div. 3 Mar. 9, 2017) (unpublished), an assigned trial judge surcharged a trustee’s interest in a primary trust asset for failure to make rental payments, awarded a beneficiary attorney’s fees for successfully challenging […]
