Probate: Constructive Trust Motion By Trust Beneficiaries Against Relied Trust Attorneys Properly Denied With Respect To Setting Aside Prior Fee Judgment

 

 

Trial Judge Rightly Found Set Aside Issue Needed To Be Addressed In A Separate Proceeding.

 

    In Sheen v. Sheen, Case No. B268762 (2d Dist., Div. 8 Mar. 10, 2017) (unpublished), relieved attorneys representing a trust successfully recovered an attorney’s fees judgment by which moneys were received from the trust. Trust beneficiaries then moved to impose a constructive trust against the former attorneys, arguing that the fees paid by the trust to the former attorneys were ill-gotten fees. The trial judge denied the motion, reasoning that a set aside of the fee judgment should be addressed in a separate proceeding.

 

    The 2/8 DCA, in a 3-0 decision authored by Presiding Justice Bigelow, affirmed.

 

    The appellate court was swayed by the fact that equitable relief against a judgment is ordinarily given in an independent action. Although some support for the notion that a motion seeking a constructive trust could be utilized might found under different facts in the older case of Estate of DeBarry, 43 Cal.App.2d 715, 731 (1941), the 2/8 DCA panel found no cause of action or petition was pending against the former attorneys such that due process concerns required a fully adjudicated separate proceeding to set aside a fee judgment presumptively valid in nature.

Scroll to Top