Cases: Probate

Probate: Interim Fees Awardable Out Of Trust Were Compensable To Attorney Assisting Trustee On Appeal

Cases: Probate

No Appellate Costs Awarded Per Se, But Probate Court Has Broad Powers To Award Attorneys Assisting Trusts Even On An Interim Basis.             A beneficiary/removed trustee was flummoxed that the probate court approved the successor trustee’s request for payment of interim attorney’s fees and costs incurred in representing the trust on appeal out of the […]

Deadlines, Probate: Trustee Obtaining $285,363.10 Fee Award Against Beneficiary Who Brought Objections In Bad Faith Affirmed On Appeal

Cases: Deadlines, Cases: Probate

Probate Code Sections, Contractual Fee Provisions, And Equitable Powers Provided Fee Entitlement, With CRC 3.1702 Fee Motion Filing Deadlines Not Applicable To Probate Proceedings.             In Rudnick v. Rudnick, Case No. F079105 (5th Dist. Sept. 23, 2020) (unpublished), a beneficiary in a long-standing trust dispute withdrew objections to a final distribution/termination of the trust on

Probate: $48,625 Out Of Requested $68,175 In Extraordinary Attorney’s Fees Under Probate Code Section 10811 Affirmed On Appeal

Cases: Probate

No Abuse Of Discretion Shown By Probate Judge.             Probate Code section 10811 gives a probate court discretionary authority to allow fees for extraordinary services by an attorney for the personal representative of an estate, with examples being listed in CRC, rule 7.703(c).  Furthermore, Probate Code section 10832 authorizes the probate court to allow extraordinary

Appealability, Probate: Plaintiff’s Appeal Of Trial Court’s Interim Order Allowing Defendant Trustee Access To Trust Funds For Defense Is Rendered Moot When Trial Court Issues New Order Effectively Granting Same Relief As Appealed Order

Cases: Appealability, Cases: Probate

Unique Provision Of The Probate Code Provided An End Run Around The Stay Created When Plaintiff Appealed And Posted A Bond.             Probate Code § 1310(b) provides that, “for the purpose of preventing injury or loss to a person or property, the trial court may direct the exercise of the powers of the fiduciary .

Probate: Around $300,000 In Attorney’s Fees/Costs Incurred By Petitioner In Conservatorship Proceeding Affirmed On Appeal

Cases: Probate

Conservatorship Petition Was Successful And In Mother’s Best Interests.             For those of you who have read our posts under the category “Probate,” you hopefully discerned that probate court is a court of equity, and that many of the fee decisions are guided by equitable principles.  The result in Conservatorship of Dubro, Case No. A157185

Probate: Probate Court’s Order For Attorneys Helping Resolving Ownership Claims And Rendering Tax Advice Properly Awarded

Cases: Probate

These Were Extraordinary Compensation Or Fees Properly Awarded.             In Estate of Lund, Case No. A156410 (1st Dist., Div. 1 June 3, 2020) (unpublished), a decedent’s son appealed two attorney’s fees awards which were rendered in a probate matter.  The first concerned an attorney’s efforts to resolve ownership claims by preparing a Probate Code section

Probate, Request For Admissions, Sanctions: More Than $1.8 Million In CCP § 128.5 Sanctions Went POOF! On Appeal, But RFA “Cost Of Proof” Sanctions Of Over $1 Million Stuck On Appeal

Cases: Probate, Cases: Requests for Admission, Cases: Sanctions

128.5 Sanctions Went Away Because It Did Not Apply To The Action Datewise, While RFA “Sanctions” Were No Abuse Of Discretion Even Though Substantial In Nature.             First of all, we hope all of our readers are safe—this pandemic has presented unprecedented, bizarre consequences, but hope you are well.  We are happy to report that

Probate: 4/3 DCA Remands For Recalculation/Reduction Of Surcharge Against Personal Representative Removed For Breach Of Fiduciary Duty, But Affirms Attorney Fees Award Despite Trial Court’s Erroneously Stated Statutory Basis

Cases: Probate

Personal Representative Repeatedly Failed To Timely File Accurate Inventory & Appraisal and Accountings With The Court, Spent Estate Funds Without Authorization, Showed Hostility Toward Beneficiary, Failed To File Tax Returns, And Failed To Understand The Effect Of The Pour-Over Will Executed By Decedent.             In Karamooz v. Karamooz, Case No. G056897 (4th Dist., Div.

Probate, Section 1717: Attorney’s Fee Award Of $172,885 Affirmed Against Attorney/Law Firm Who Assisted Free-Lance Paralegal In Converting, To Free-Lance Paralegal’s Benefit, The Inheritance Of A Vulnerable, Impoverished, Paraplegic Beneficiary

Cases: Probate, Cases: Section 1717

The Trial Court Properly Awarded The Fees Pursuant to Civil Code Section 1717 Based On Provisions In The Escrow Agreement Drafted By Attorney/Law Firm Even Though That Agreement Was Determined By The Trial Court To Be Invalid.             The 2/8 DCA described this next case as being “prompted by a sordid chain of events,”

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