Fiduciary Duty Breaches Do Not Necessarily Preclude Fee Recovery Altogether. The Fourth District, Division 1 reinforces that attorney’s fees awards in probate matters are governed by statute but guided by equitable considerations. In Kunit v. Kingston, Case No. D056103 (4th Dist., Div. 1 Dec. 23, 2010) (unpublished), trustee was removed after having been […]
Above: Wrapping It Up. As we wish all readers the happiest of Holidays, we now present our top 20 published decisions from California appellate courts or the Ninth Circuit. This list is not meant to slight other important decisions in certain areas, but these are the ones that “rose to the top” from
Fourth District, Division 3 Affirms Sizable Extraordinary Fee Award Under Abuse of Discretion Standard. Acting Presiding Justice O’Leary, in the 3-0 unpublished decision in Estate of Fernandez, Case No. G041272 (4th Dist., Div. 3 Dec. 7, 2010) (unpublished), has a nice discussion of the difference between “ordinary” and “extraordinary” compensation in the probate area
Second District, Division 2 Determines Trust Beneficial Interest Is Not Part of Conservatee’s Estate. In Conservatorship of the Person and Estate of George, Case No. B221327 (2d Dist., Div. 2 Oct. 27, 2010) (unpublished), the trial court ordered fees for a conservator, County Counsel (counsel for guardian), and Public Defender (counsel for conservatee) paid
As we read more and more cases on fee awards, we are struck about how both trial and appellate courts really like litigants to be reasonable and do not condone litigation that goes on and on in a fashion derided by Charles Dickens some time ago. These next two cases illustrate how the protracted
Third District Finds Advance Payment of Fee by Trustee for Trust Administration Work Was Proper. Some judges, like the lower court, in the next case we discuss are under a misapprehension that trust administration attorney’s fees have to always be approved by the court and cannot be advanced by the trustee. That is simply
Probate Code Section 16247 So Authorizes. Although published on other issues, Manson v. Shepherd, Case No. H034019 (6th Dist. filed Sept. 3, 2010, ordered partially published Sept. 30, 2010, fee award discussion unpublished), reminds probate practitioners representing trustees to invoke Probate Code section 16247 for obtaining reimbursement of attorney’s fees for trust administration work.
Second District, Division 3 Finds Trustee Had Reasonable Cause to Contest Beneficiary Claims. In our category “Probate,” we previously have examined Probate Code section 17211(b), which allows attorney’s fees to be awarded to a beneficiary contesting a trustee’s account if the lower court determines that the trustee’s opposition was made without “reasonable cause”
Adversarial Beneficiary Losing the Fight May Be Held Responsible for Winner’s Attorney’s Fees. Family feuds can be bitter, as the next case demonstrates. They also can result in being saddled with attorney’s fees depending how the trial court rules, given that some equitable doctrines like the common fund doctrine are very broad and
Fourth District, Division 2 Found Trustee Brought it on Himself. In DeRosa v. Masi, Case No. E045145 (4th Dist., Div. 2 June 25, 2010) (unpublished), trustee was ordered to personally reimburse part of a loan used for attorney’s fees in probate litigation battles with a beneficiary substantially prevailing on several key issues. Trustee’s main
