Newcomers to probate litigation are frequently surprised by how differently things work in probate court, as opposed to your more straightforward civil courts. (And how do those newcomers know how civil courts work? Law & Order, I’m guessing.) For example, in civil litigation, a plaintiff will typically pursue claims for him or herself. It is very rare
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Didn’t Stick the Landing: Despite Legal Artistry, You Still Can’t Amend a Trust with an Electronic Signature
Regular readers of this blog have already noted my particular enthusiasm for creativity in legal arguments. I am not a judge (Hi Judge Galvin!), but if I were, I would be sorely tempted to pattern my unique brand of judicating after gymnastics judges, who dutifully award points for artistry as well as execution.
And that’s…
Flying Too Close to the Sun: The Scope of a No-Contest Clause Disinheritance Under Key v. Tyler
This blog has previously mentioned the most common question we hear when people find out we work in probate litigation: “What can I do to make sure my family doesn’t fight over my property after I die?” Because I am a Fundamentally Honest Person (FHP for short!), I usually tell them the truth: “Nothing, really.”…
Haggerty v. Thornton Overcomes a Four-on-One Advantage and Scores a Slam Dunk for Trust Settlors
For centuries, serious legal scholars have debated what is possibly the most vital question of our times: in what ways, if any, does our judicial system differ from basketball? Now, thanks to the California Supreme Court’s recent decision in Haggerty v. Thornton (2024) 15 Cal.5th 729, we finally have an answer.
Longtime readers of…
The Roadrunner Always Wins: Hamilton v. Green and the Limits of Creativity
As a child, your parents, teachers, and/or some other adult influence probably sat you down and recounted Aesop’s classic fable, The Tortoise and the Hare. “Slow and steady wins the race,” they told you. The slow, methodical, and thoughtful tortoise would always win out over the fast-paced, impulsive hare.
Well, you’re a grown-up now, so it’s…
Experts Beware: Estate of Martino and a Zen Buddhist Approach to Intestate Succession
I am not an expert on Zen Buddhism. However, even if I had spent decades of my life studying its tenets (instead of, for example, baseball stats from the 1920’s), I would hesitate to call myself an expert because of what would be my resulting adherence to shoshin, the Zen Buddhist concept of the…
Spooked By Conflict: A Trustee’s Discretion Can Be the Scariest Thing of All
It’s the Halloween season, a time when most of us spend a more-than-reasonable amount of time focusing on the spookier side of things: ghosts, goblins, small children dressed like jack-o-lanterns, suspiciously foggy and cobwebbed mansion estates, etc.
Not me, though. I’m the timid type: I don’t like scary movies, I always turn the lights on…
A Risky Game: Can An Estate Representative Be Their Own Lawyer?
You’ve probably heard that “He who represents himself has a fool for a client,” an adage dating back to the 17th century and commonly attributed to Abraham Lincoln (but not by me – I first heard it on an episode of Frasier). Regardless of its provenance, it’s commonly understood to mean that if you choose…
Is “Bad Faith” Needed for Double Damages Under Probate Code Section 859?
A recent decision from the California Court of Appeal shows a continued split of authority as to the meaning of California Probate Code section 859, which allows doubles damages for the wrongful taking of property under specified circumstances.
In Keading v. Keading (2021) 60 Cal.App.5th 1115, the Court of Appeal ruled that a…
Court May Compel Mediation of California Trust Disputes
(Editor’s Note: This post has been updated following the Court of Appeal’s opinion after rehearing on April 5, 2021, and the Supreme Court’s subsequent denial of review or depublication.)
Trust and estate litigators, and mediators, are buzzing over a recent decision from the California Court of Appeal that validates mandatory mediation of trust disputes.
In…