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  • In re Reynolds

    Publication Date: 2017-08-15
    Practice Area: Trusts and Estates | Bankruptcy | Creditors' and Debtors' Rights
    Industry:
    Date Filed: 2017-08-15
    Court: 9th Cir.
    Judge: Hollowell, Pappas, and Dunn, Bankruptcy Judges, Presiding Before: Alex Kozinski and Susan P. Graber, Circuit Judges, and Charles R. Breyer,* District Judge.
    Attorneys: For plaintiff: Jesse S. Finlayson (argued), Finlayson Williams Toffer Roosevelt & Lilly LLP, Irvine, California, for Appellant.
    for defendant: David W. Meadows (argued), Law Offices of David W. Meadows, Los Angeles, California, for Appellees.
    Case Number: No. 12-60068

    Bankruptcy estate may access both past distributions from spendthrift trust and portion of future distributions (per curiam)

  • Lazar v. Kroncke

    Publication Date: 2017-07-14
    Practice Area: Trusts and Estates | Constitutional Law | Family Law
    Industry: Investments and Investment Advisory | Financial Services and Banking | State and Local Government
    Date Filed: 2017-07-14
    Court: 9th Cir.
    Judge: Douglas L. Rayes, District Judge, Presiding Before: Eugene E. Siler, Jr.,*A. Wallace Tashima, and Andrew D. Hurwitz, Circuit Judges.
    Attorneys: For plaintiff: Josh A. Lazar (argued), The Geraci Law Firm, Irvine, California, for Plaintiff-Counter-Defendant-Cross-Defendant-Appellant.
    for defendant: Timothy James Ryan (argued), Frazer Ryan Goldberg & Arnold LLP, Phoenix, Arizona; Jared M. Toffer, Finlayson Toffer Roosevelt & Lilly LLP, Irvine, California; Charles W. Wirken, Gust Rosenfeld PLC, Phoenix, Arizona; for Defendant-Counter-Defendant-Appellee.
    Case Number: No. 15-15078

    Application of Arizona's revocation-on-divorce statute did not violate Contracts Clause (Siler, J.)

  • Mahan v. Charles W. Chan Insurance Agency, Inc.

    Publication Date: 2017-06-05
    Practice Area: Elder Law | Trusts and Estates | Insurance Law
    Industry: Insurance
    Date Filed: 2017-06-02
    Court: C.A. 1st
    Judge:
    Attorneys: For plaintiff: Majors & Fox and Frank J. Fox; Law Offices of Mary A. Lehman and Mary A. Lehman for Plaintiffs and Appellants.
    for defendant: David M. Zeff, Samuel G. Ware, and Sara B. Allman for Defendants and Respondents Charles W. Chan Insurance Agency, Inc., Chung Wing Chan, Jr. and Omar Kaddoura.
    Case Number: No. A147236

    Insurance agents' scheme to undermine elderly couple's estate plan properly alleged to be elder abuse (Streeter, J.)

  • Higgins v. Higgins

    Publication Date: 2017-05-10
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-05-09
    Court: C.A. 2nd
    Judge:
    Attorneys: For plaintiff: Law Office of Robert E. Knudsen and Robert E. Knudsen; Law Offices of Layne A. Bartholomew, Layne A. Bartholomew, for Plaintiff and Appellant.
    for defendant: Kasai Law Group, Wayne T. Kasai and Kristin E. Reynolds, for Defendant and Respondent.
    Case Number: No. B265865

    Repudiation of promise to hold funds in trust warranted imposition of constructive trust to prevent trustee's unjust enrichment (Kriegler, Acting P.J.)

  • United States v. Harris

    Publication Date: 2017-04-20
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-04-20
    Court: 9th Cir.
    Judge: Thelton E. Henderson, District Judge, Presiding Before: Richard C. Tallman and Paul J. Watford, Circuit Judges, and Louis Guirola, Jr.,* Chief District Judge.
    Attorneys: For plaintiff: Julie C. Reagin (argued), Assistant United States Attorney; Sara Winslow, Chief, Civil Division; Brian Stretch, United States Attorney; United States Attorney's Office, San Francisco, California; for Plaintiff-Appellee.
    for defendant: Howard D. Neal (argued), Neal & Associates, Oakland, California, for Appellants.
    Case Number: No. 16-10152

    Writ of garnishment properly attached to trust distributions to satisfy criminal restitution order (per curiam)

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    Chester County Court Rules 2024

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  • Pizarro v. Reynoso (Reynoso)

    Publication Date: 2017-03-29
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-03-28
    Court: C.A. 3rd
    Judge:
    Attorneys: For plaintiff: William P. Roscoe, III for Plaintiff and Appellant Anthony Pizarro.
    for defendant: Law Offices of Jerilyn Paik, Jerilyn Paik, and Stephanie R. Poston for Defendant and Respondent.
    Case Number: No. C077594

    Party need not instigate litigation against a trust in order to be held liable for fees and costs (Nicholson, Acting P.J.)

  • Carmack v. Reynolds

    Publication Date: 2017-03-23
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-03-23
    Court: Ca. Sup. Ct.
    Judge:
    Attorneys: For plaintiff: The Eroen Law Firm and Robert C. Eroen for Plaintiffs and Respondents.
    for defendant: Law Offices of David W. Meadows and David W. Meadows for Defendant.
    Case Number:

    Bankruptcy estate's interest in debtor's distributions of principal from spendthrift trust not limited to 25 percent (Liu, J.)

  • Fiduciary Trust International of California v. Klein

    Publication Date: 2017-03-22
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-03-21
    Court: C.A. 1st
    Judge:
    Attorneys: For plaintiff: Counsel for Plaintiffs and Appellants Fiduciary Trust International of California, as Trustee, etc., et al.: Richard Denis Cleary
    for defendant: Counsel for Defendants and Appellants Conrad Lee Klein et al.: Rex S. Heinke, Edward A. Woods, Oleg Stolyar, AKIN GUMP STRAUSS HAUER & FELD LLP
    Case Number: No. A144558

    Trustee must take "affirmative steps" to preserve attorney-client privilege as to trustee's personal communications with counsel (Jenkins, J.)

  • Williamson v. Brooks

    Publication Date: 2017-01-31
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-01-31
    Court: C.A. 2nd
    Judge:
    Attorneys: For plaintiff: Snyder Law, Barry Clifford Snyder and Joseph R. Billings, for Plaintiff and Appellant.
    for defendant: Seed Mackall, Peter A. Umoff and Alan D. Condren, for Defendants and Respondents Barton E. Clemens, Jr., William Morgan and Connie Morgan.
    Case Number: 2d Civil No. B265745

    Cite as 17 C.D.O.S. 931 JOANNE WILLIAMSON, as Successor Trustee, etc., Plaintiff and Appellan

  • Pizarro v. Reynoso (Reynoso)

    Publication Date: 2017-01-18
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2017-01-18
    Court: C.A. 3rd
    Judge:
    Attorneys: For plaintiff: William P. Roscoe, III for Plaintiff and Appellant Anthony Pizarro.
    for defendant: D.B. Hill and Dennis B. Hill for Defendant and Appellant Karen Bartholomew.
    Case Number: No. C077594

    Cite as 17 C.D.O.S. 539 ANTHONY PIZARRO, Plaintiff and Appellant, v. MELISSA P. REYNO