Trusts & Estates Bulletin

A Compendium of Recent Cases

  Brought to you by LACBA's Trusts & Estates Section  *  Volume V, Number 5  *  January 2010 
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Case Summaries


Trusts & Estates Bulletin is published monthly by the Trusts & Estates Section, Co-Editors:
- David C. Nelson, Loeb & Loeb LLP,,
- Amy L. McEvoy, Sheppard Mullin,
- Nelson J. Handy, Fiduciary Law Services, Inc.,



Coming Events

January 13, 2010: PVP Brown Bag "Help Us Help You." The Los Angeles Superior Court’s probate attorneys will discuss a broad range of topics, including preparing and submitting orders, appointments in civil courts, Heggstad petitions, accounting issues, and gripes and tips. They will also answer questions from attendees.

January 29, 2010: Trusts & Estates Symposium at the Omni Hotel.

"Funding the Subtrusts"–the mechanics of funding; addressing the survivor's needs; creditor protection planning; funding formulas; funding with difficult assets; estate, income, and property tax issues; and the effect of not funding or segregating assets.

A Compendium of Recent Cases

Cases appear in chronological order, with the oldest case appearing first.

Trusts and Estates
The beneficiary of a spendthrift trust who also acted as trustee and committed a breach causing financial harm to the trust could have her interest in the trust estate impounded to satisfy a claim arising from her misfeasance because the damage resulting from her breach would otherwise be sustained by the beneficiaries.
     Chatard v. Oveross - filed November 30, 2009, Second District, Div. Four
     Cite as 2009 SOS 6904
     Full text  
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Trusts and Estates
When a trust beneficiary instigates an unfounded proceeding against the trust in bad faith, a probate court has the equitable power to charge the reasonable and necessary fees incurred by the trustee in opposing the proceeding against that beneficiary’s share of the trust estate.
     Rudnick v. Rudnick - filed December 3, 2009, Fifth District
     Cite as 2009 SOS 6928
     Full text  
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Trusts and Estates
Proposed modification petition requesting an order striking or modifying a special needs trust provision in a trust pursuant to Probate Code Sec. 15409 did not violate trust’s no-contest clause.
     Balian v. Balian - filed December 11, 2009, Second District, Div. Five
     Cite as 2009 SOS 7017
     Full text   
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Los Angeles County Bar Association
2009-10 Trusts and Estates Section Newsletter
Amy L. McEvoy, Co-Editor,  David C. Nelson, Co-Editor,    Nelson J. Handy, Co-Editor

Jonathan L. Rosenbloom

Nelson J. Handy

Stuart D. Zimring

Stuart D. Zimring

Immediate Past-Chair
Laura Conti

Section Administrator
Elise Green


Michael A. Abraham
Jackson Chen
Susan J. Cooley
Kenneth A. Feinfield
Sibylle Grebe
Samuel D. Ingham III
Susan Jabkowski
Jane E. Kwon
Jamie Lee Kim

Kira S. Masteller
Amy L. McEvoy
Matthew W. Mc Murtrey
Nicole M. Pearl
Jacqueline Real-Salas
David P. Schwartz
Leigh A. Shipp
Gabrielle A. Vidal

Barristers Liaison, Laura Narimatsu Wasserman
Liaison Beverly Hills Bar Association, Trudi Sabel Schindler
Liaison Public Interest, Yolande P. Erickson
Ex Officio, James R. Birnberg
Ex Officio, Thomas H. Kenney
Ex Officio, Gary M. Ruttenberg

Readers are advised that changes in the law may affect the accuracy of this publication or the functionality of links after the publication date.
The foregoing practice tips were prepared for information purposes only.  Such practice tips do not constitute tax, legal or other advice and no responsibility is assumed for any reliance upon them or with respect to assessing or advising the reader as to tax, legal, or other consequences arising from a particular situation. The accuracy of the information provided should be independently verified by the reader and should not be treated as authoritative.