Filter This View

  • 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

  • Conservatorship of B.C.

    Publication Date: 2016-12-19
    Practice Area: Health Care Law | Trusts and Estates
    Industry: Health Care
    Date Filed: 2016-12-16
    Court: C.A. 2nd
    Judge:
    Attorneys: For plaintiff: The Law Office of Theresa L. McConville and Sara J. McLemen for Petitioner and Respondent.
    for defendant: Stephen P. Lipson, Public Defender and Benjamin W. Maserang, Sr. Deputy Public Defender, for Objector and Appellant.
    Case Number: 2d Civil No. B270310

    Cite as 16 C.D.O.S. 13288 Conservatorship of the Person of B.C. C.S. Petitioner and Respon

  • Law Journal Press | Digital Book

    Texas Legal Malpractice & Lawyer Discipline 2024

    Authors: Charles F. Herring, JR, Jason M. Panzer, Leah Turner

    View this Book

    View more book results for the query "*"

  • Estate of Dayan

    Publication Date: 2016-11-04
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2016-11-03
    Court: C.A. 2nd
    Judge:
    Attorneys: For plaintiff: Orren & Orren and Tyna Thall Orren; David A. Shapiro for Plaintiff and Appellant.
    for defendant: Wilheim & Wilheim and Steven C. Wilheim for Defendant and Respondent.
    Case Number: No. B268416

    Cite as 16 C.D.O.S. 11755 Estate of MARGOR DAYAN, Deceased. ERMOND JOSEPH NATHANSON, Plaintiff and Appellant,p

  • Pratt v. Ferguson

    Publication Date: 2016-09-07
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2016-09-06
    Court: C.A. 4th
    Judge:
    Attorneys: For plaintiff: Terence W. Roberts for Plaintiff and Appellant.
    for defendant: Law Offices of Stephen M. Magro and Stephen M. Magro for Defendant and Respondent.
    Case Number: No. G052385

    Cite as 16 C.D.O.S. 9905 DAVID PRATT, Plaintiff and Appellant, v. ROBERT L. FERGUSON, as

  • Funsten v. Wells Fargo Bank, N.A.

    Publication Date: 2016-08-26
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2016-08-01
    Court: C.A. 1st
    Judge:
    Attorneys: For plaintiff: Counsel for Appellant and Objector: Aaron, Riechert, Carpol & Riffle, Charles M. Riffle, Melissa R. Karlsten, Matthew R. Owens, Farella Braun + Martel, Kelly A. Woodruff, Crist, Biorn, Shepherd & Roskoph, Kristopher W. Biorn
    for defendant: Counsel for Respondents and Petitioners: Reed Smith, Paul D. Fogel, Anderson Yazdi, Hwang, Minton + Horn, John D. Minton, Steven D. Anderson
    Case Number: No. A140941 No. A141853

    Cite as 16 C.D.O.S. 9462 PETER L. FUNSTEN, Plaintiff and Appellant, v. WELLS FARGO BANK,

  • Greco v. Greco

    Publication Date: 2016-08-23
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2016-08-23
    Court: C.A. 3rd
    Judge:
    Attorneys: For plaintiff: Law Offices of Michael Brook, Michael J. M. Brook; Krankemann Law Offices, and Martin Reilley for Plaintiff and Respondent.
    for defendant: Murphy, Pearson, Bradley & Feeney and John Paul Girarde for Defendant and Appellant.
    Case Number: Nos. C078369, C078805

    Cite as 16 C.D.O.S. 9273 CARA LYN GRECO, Plaintiff and Respondent, v. CLYDE C. GRECO, JR

  • East Bay Regional Park District v. Griffin

    Publication Date: 2016-08-19
    Practice Area: Trusts and Estates
    Industry:
    Date Filed: 2016-08-18
    Court: C.A. 1st
    Judge:
    Attorneys: For plaintiff: Gagen, McCoy, McMahon, Koss, Markowitz & Raines, Gregory L. McCoy and Lauren E. Dodge for Plaintiffs and Appellants.
    for defendant: Wendel, Rosen, Black & Dean LLP, David Goldman and Thiele R. Dunaway for Defendant and Respondent.
    Case Number: No. A141625, A142154 No. A143688

    Cite as 16 C.D.O.S. 9093 EAST BAY REGIONAL PARK DISTRICT, Plaintiff and Respondent, v. G