Tag: Contra Costa County Superior Court

Court of Appeal Caps Pretrial Attachment in Financial Elder Abuse Cases

Plaintiffs who sue for financial elder abuse run the risk that defendants will spend ill-gotten gains before they can be recovered.  To address this problem, the California Legislature gave plaintiffs the opportunity to “attach” or freeze assets at the outset of a case. The Court of Appeal, in Royals v. Lu (2022) 81 Cal.App.5th 328, … Continue Reading

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 trial court … Continue Reading

Mind Your Notice in California – Even Remote Contingent Beneficiaries May Need to Be Served

It’s unremarkable that California courts require that notice be given to affected beneficiaries in trust and probate proceedings.  After all, the Fourteenth Amendment guarantees that no person will be deprived of life, liberty, or property without due process.  While contingent beneficiaries may not have received an inheritance yet, they may someday and so should know … Continue Reading

California Court Can Apply Impossibility Doctrine

What happens when the settlor (i.e., creator) of a trust imposes a condition precedent on receipt of a distribution from the trust, but the condition cannot be met because the circumstances have changed?  Is the beneficiary out of luck for reasons beyond his or her control? The First District Court of Appeal took up this … Continue Reading
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