Common Fund/Probate: Grandson’s Successful Petition Increasing Trust Assets Justified Common Fund Reimbursement Of His Attorney’s Fees

 

However, Matter Remanded Because His Estimate of Fees Did Not Satisfy Percentage of Benefit or Lodestar Analyses.

     The appellate court in Johnson v. Johnson, Case No. B242770 (2d Dist., Div. 2 Jan. 31, 2013) (unpublished) agreed that grandson was entitled to recoup his attorney’s fees under a common fund theory when he successfully obtained court rulings that the trustee of his grandfather’s trust should return $38,000 and be removed–after all, this increased trust assets available to all.

     The problem that required a remand for recalculation of the fees is that the trial court awarded $25,000 in fees based only on grandson’s “guess” that fees were up to that level after initially indicating they were no more than $15,000. Reversal was required because the trial court did not properly evaluate common fund fee recovery under either the percentage of benefit method or lodestar/multiplier analysis.

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