Cases
GMSR has an enviable record of success on appeal. For your convenience, the firm has provided a simple search tool for guests and clients to search that record.
Crowe v. Tweten (Dec. 29, 2014, E056920) 2014 WL 7402401 [nonpublished opinion]
An elderly couple devised an estate plan with the assistance of counsel. They repeatedly stated that their intent was for the surviving spouse to inherit everything except for a “token,” tax-free gift to their children. Their attorney drafted the trust documents using a formula so
Greenspan v. LADT, LLC (2010) 191 Cal.App.4th 486
Court reverses trial court’s refusal to add alter ego judgment debtors, holding that alter ego liability applies equally to trustees
Banks v. Pacific Homes Foundation (Mar. 18, 2010, E047364) 2010 WL 985369 [nonpublished opinion]
Charitable gift doctrine
Wright v. Santa Rosa Memorial Hospital (Dec. 17, 2009, A123721) 2009 WL 4882680 [nonpublished opinion]
Three siblings attempted to sue for the wrongful death of their sister, arguing that they became the sister’s heirs when their mother died after the sister. The Court of Appeal disagreed and affirmed the trial court’s ruling that the plaintiffs did not have standing to
In re Six Flags Claims Trust (July 2, 2008, B188321) 2008 WL 2600718 [nonpublished opinion]
Validity of beneficiary vote approving payment of trustee fees
In re James G. Stull Living Trust (Jan. 28, 2008, B197564) 2008 WL 217622 [nonpublished opinion]
In approving a trust accounting involving a settlor’s trust that divided into two subtrusts upon the settlor’s death—one for the benefit of his children and one for the benefit of their stepmother, the settlor’s surviving spouse—the trial court ruled that all trust administrative expenses must
Marshall v. Marshall (2006) 547 U.S. 293
Claims based on interference with an inter vivos trust do not fall within the “probate” exception to federal jurisdiction
Moeller v. Superior Court (1997) 16 Cal.4th 1124
Attorney-client privilege not binding on a successor trustee
Weinberg v. Parkinson’s Disease Foundation (Apr. 24, 1990, B040520)
Interpretation of ambiguous residuary bequest in will
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