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  • Part III - Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement
    Part III - Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement

    To continue our blog on Diaz v. Bukey (195 Cal.App.4 th 315 (2011)), Marie L. Bukey (trustee, defendant and appellant) appealed the trial court's decision denying the petition to compel arbitration. ...

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  • At What Point Should I Create a Will?
    At What Point Should I Create a Will?

    Most people understand there are benefits to having a will or living trust . It is an unfortunate fact, however, that close to 55% of all American adults are currently living without a will or any ...

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  • Part III - Executor May Be Awarded Attorney Fees and Costs if Participating
    Part III - Executor May Be Awarded Attorney Fees and Costs if Participating "As A Party to Assist the Court"

    Continuing from our previous blog on the Estate of Hans Barsch (193 Cal. App. 4 th 885 – Cal: Court of Appeal, 1 st Appellate Dist., 1 st Div, 2011), Norman Bartsch Herterich (Objector and appellant) ...

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  • Part II - Executor May Be Awarded Attorney Fees and Costs if Participating
    Part II - Executor May Be Awarded Attorney Fees and Costs if Participating "As A Party to Assist the Court"

    In continuation of our blog on the Estate of Hans Barsch (193 Cal. App. 4 th 885 – Cal: Court of Appeal, 1 st Appellate Dist., 1 st Div, 2011), after Hans Bartsch's death, Arndt Peltner (petitioner ...

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  • Trustee Compensation - Part II
    Trustee Compensation - Part II

    In continuation of the case discussion on Thorpe v. Reed, the trial court granted Mr. Thorpe's petition and appointed him as permanent trustee. The court also later approved the trustee's fee ...

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  • Unclean Hands Doctrine - Part II
    Unclean Hands Doctrine - Part II

    In Flowers v. Dancy, the Court of Appeals affirmed the trial court's ruling and central finding that Andre is prohibited from attacking the forged deed to McIntyre due to the unclean hands doctrine. ...

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