Cases: Probate

Probate: Trustee Found Liable For Misappropriating Property Was Properly Assessed A Two-Fold Civil Penalty, As Well As Hit With Reasonable Attorney’s Fees And Costs

Cases: Probate

Probate Code Section 859 Was The Penalty And Fees/Costs Entitlement Statute. In a very sad set of facts, but ones under which beneficiaries prevailed against a misappropriating trustee, the lower court in Moramarco v. Nowakoski, Case No. E084620 (4th Dist., Div. 2 Mar. 5, 2026) (unpublished), following a State Bar disbarment/restitution order because trustee was […]

Allocation, Probate, Special Fee Shifting Statutes: Where There Were Dueling Probate Petitions For Financial Elder Abuse Claims, The Prevailing Petitioner—Even Though A Cross-Respondent Defensing The Unsuccessful Elder Abuse Petition—Was Entitled To Intertwined Fee Work For Prevailing As A Petitioner And Defending As A Cross-Respondent

Cases: Allocation, Cases: Probate, Cases: Special Fee Shifting Statutes

Other Cases In Unilateral Fee-Shifting Contexts Were Distinguishable. In Haun v. Pagano, Case No. D084385 (4th Dist., Div. 1 Jan. 18, 2026) (published), the nature of the probate proceedings looks like it drove the result in the case as far as awarding fees under the financial elder abuse statute, which only allows unilateral fee-shifting in

Deadlines, Lodestar, Probate, Reasonableness Of Fees: In Probate Quabble, $63,958.75 To A Prevailing Party For Appeal Fees Was No Abuse Of Discretion

Cases: Deadlines, Cases: Lodestar, Cases: Probate, Cases: Reasonableness of Fees

Payment By Appellant Did Not Waive Appeal Rights; Trial Court Implicitly Extended Fee Motion Filing Deadline Due To Docketing Issues. In Skytte v. Skytte, Case No. G064930 (4th Dist., Div. 3 Jan. 26, 2026) (unpublished), a probate dispute among certain family members may be approaching a close after an award of appellate attorney’s fees of

Appealability, Probate, Sanctions: Plaintiff Did Not Appeal Attorney Fee and Sanctions Orders, But The 2/1 DCA Reversed Them On Appeal When Plaintiff Appealed Trial Court’s Denial Of His Motion To Vacate

Cases: Appealability, Cases: Probate, Cases: Sanctions

Defendant Lacked Standing For The Initial Fee Motion It Brought – Nullifying The Order Granting The Motion And Each Subsequent Order Based On Plaintiff’s Failure To Comply With Void Initial Fee Order After being fired by Plaintiff trustee, Defendant law firm successfully brought a motion for fees under Probate Code § 17200. When trustee failed

Probate: Lower Court’s Entertainment Of Nonwritten Objections, After Earlier Indicating Oral Objections Would Not Be Allowed, Required Reversal Of Reduced Fee Award To Conservator

Cases: Probate

Due Process Required The Reversal.                In Conservatorship of the Person and Estate of Martha A., Case No. G063437 (4th Dist., Div. 3 Aug. 22, 2025) (unpublished), a conservator was awarded attorney’s fees of $94,955, a reduction from the request of $186,990 after the lower court entertained and granted certain oral objections by one of

Probate, Substantiation Of Reasonableness Of Fees: Removed Trustee’s Failure To Challenge Fee Entitlement Under Judgment Affirmed In A Prior Appeal Also Disposed Of Same Challenge In A Second Appeal

Cases: Probate, Cases: Substantiation of Reasonableness of Fees

However, The Lower Court Did Reduce The Fee Request Because of Unusually Redacted Time Entries.                The Fifth District, in Trunick v. Calloway, Case No. F086766 (5th Dist. June 11, 2025) (unpublished), affirmed an award of attorney’s fees to a beneficiary who was instrumental in removing co-trustees in a probate dispute.  In earlier proceedings, the

Costs, Deadlines, Probate, Reasonableness Of Fees, Special Fee Shifting Statutes: $175,252.50 Fee Award Under Financial Elder Abuse Statute Affirmed On Appeal

Cases: Costs, Cases: Deadlines, Cases: Probate, Cases: Reasonableness of Fees, Cases: Special Fee Shifting Statutes

Fee Request Reduced Down From $203,865; Two Awarded Routine Costs Components Remanded For A Further Hearing.                In Thompson v. Ito, Case No. G061437 (4th Dist., Div. 3 June 12, 2024) (unpublished), a defendant losing a trust undue influence case and determined to have committed financial elder abuse was hit with an adverse attorney’s fees

Probate, Section 998: No Matter Whether Probate Code Provisions Or CCP § 998 Applied. Lower Court Properly Granted Expert Witness Fees To Attorney Who Winded Down Deceased Attorney Friend’s Practice In Fee Division Battle With Friend’s Administrator

Cases: Probate, Cases: Section 998

In Dicta, Appellate Court Suggested 998 Offers May Not Be Barred In Probate Litigation.                Estate of Howell, Case No. D081920 (4th Dist., Div. 1 May 23, 2024) (unpublished) is interesting reading for probate practitioners.                This case involved a battle over attorney fee compensation to be divided between the administrator wife of a deceased

Costs, Probate: Probate Code Section 1002 Takes Precedence Over General CCP § 1032(b) Prevailing Party Provisions

Cases: Costs, Cases: Probate

Probate Court Has Discretion To Determine Whether Costs Should Be Awarded, Who Should Pay Them, And Who Should Recover Them.             Peccia v. Guerrero, Case No. B316614 (2d Dist., Div. 3 Dec. 4, 2023) (unpublished) is an opinion reminding practitioners that specific Probate Code provisions may take precedence over more general CCP prevailing party statutory

Prevailing Party, Probate: $61,557 Fee Award To Removed Trustee For His Attorney’s Work On Trust Petition Affirmed On Appeal

Cases: Prevailing Party, Cases: Probate

Trustee and Challenging Beneficiaries Got Mixed Results, So Trustee Entitled To Fees, Inclusive Of “Fees On Fees.”             In Farnocchia v. Harms, Case No. A164639 (1st Dist., Div. 1 Nov. 29, 2023) (unpublished), two beneficiaries of a trust filed a petition to remove Harms as trustee, for an accounting, and for breach of fiduciary duty. 

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