Cases: Probate

Probate: L.A. Superior Court PVP Attorney Properly Awarded $7,148.93 In Attorney’s Fees And Costs

Cases: Probate

  Case Concerns Trial Court Authority To Award Fees/Costs To Appointed Attorneys For Proposed Conservatees.       This next case, Conservatorship v. Hilton, Case No. B267076 (2d Dist., Div. 2 Feb. 7, 2017) (unpublished), likely is of interest to probate/conservatorship attorneys.       The Los Angeles County Superior court has a program to appoint experienced probate attorneys […]

Probate: Under Equitable Powers, Probate Court Could Impose Attorney’s Fees Against Beneficiaries In Trust Proceeding, Litigated In Bad Faith By Beneficiaries, Even If Beneficiaries Did Not Instigate It

Cases: Probate

  However, Fees Can Only Be Imposed Against Beneficiaries’ Trust Shares, Not Imposed Personally Against Them.      Driving nail in coffin.  May, 1918.  Library of Congress.      Pizarro v. Reynoso, Case No. C077594 (3d Dist. Jan. 18, 2017) (published) is a situation where a probate court imposed attorney’s fees against beneficiaries after finding the litigants

Fee Clause Interpretation/Probate: No Contest Clause In Amended Trust Instrument Did Not Confer Contractual Fee Entitlement Basis

Cases: Fee Clause Interpretation, Cases: Probate

  $26,630 Fee Award Reversed On Appeal.     A fertile ground for an appeal in the fee area is that the pertinent attorney’s fees clause simply does not allow for a fee recovery based on its wording where parol evidence is not introduced (and it rarely is in fee disputes).  Kiwata v. Kiwata, Case Nos.

Probate: $25,000 Attorney’s Fees Award Against One Co-Trustee By Fellow Co-Trustee/Beneficiary Reversed On Appeal

Cases: Probate

  Losing Co-Trustee Had Reasonable Bases To Challenge Beneficiary’s Accounting Objections.     In Levy v. Jones, Case No. G051661 (4th Dist., Div. 3 Oct. 25, 2016) (unpublished), one beneficiary/co-trustee successfully obtained a $25,000 attorney’s fees award against another co-trustee based on objections to the trustee’s accounting.  The appellate court, in a 3-0 decision authored by

Probate/SLAPP/Costs Trifecta: Couple Of Reversals And One Affirmance In Multi-Cross Over Areas Of Practice

Cases: Costs, Cases: Probate, Cases: SLAPP

  Probate—Corman v. Corman, Case No. B251513 (2d Dist., Div. 7 Aug. 29, 2016) (Unpublished)—Partial Beneficiary Success Did Not Justify Fee Award.      In this first one, there was a nasty probate fight (I guess one could conjecture whether any are other than nasty) over trust accountings, which pitted the trustees against beneficiaries in most

Probate Two-Fer: Two Reversals—Denial Of Attorney’s Fees For Trustee Work Overturned And Income Beneficiary Fee Recovery Reversed And Remanded

Cases: Probate

  Shelton v. Larson, Case No. G050935 (4th Dist., Div. 3 July 13, 2016) (Unpublished).     In this first one, trustee’s fees and attorney’s fees incurred by trustee were denied altogether in disputes with trust beneficiaries, further complicated by the fact that the probate court never determined the trustee engaged in willful misconduct or gross

Probate: Attorney Drafter Of Will/Living Trust Subject Of Undue Influence/Fraud Presumption Liable For $1,256,971 In Fees Under Probate Code Section 21380(d) And Denied Attorney’s Fees Based On Unclean Hands

Cases: Probate

  Case Involved Renowned Interior Designer John Patton.     This next case involved John Patton, a renowned interior designer, who fell on bad times before he died:  according to his housekeeper, he was drunk more than sober during the last sixth months of his life, howled like a dog, and fell down so as to

Probate: Conservatorship of Bower Opinion Now Published

Cases: Probate

  Case Deals With Probate Code Section 3809’s Focus On Conservatee Support Expenses, Not Conservatorship Professional Expenses.     On April 16, 2016, we posted on Conservatorship of Bower, a Fourth District, Division 3 decision which was unpublished at the time.  It dealt with whether Probate Code section 3809 was a proper vehicle to award conservatorship

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