Trusts & Estates Section | January 2020 Legal Updates

Placencia v. Strazicich, 42 Cal. App. 5th 730 (filed November 26, 2019)   In 1985, Ralph Placencia died holding a joint account with a right of survivorship in favor of his daughter, Lisa Strazicich.  Prior to his death in 2009, Ralph left clear statements in his will that he did not wish for Lisa to [...]

By | 2020-02-18T10:34:07-07:00 February 18th, 2020|Legal Updates|2 Comments

Trusts & Estates Section | November 2019 Legal Updates

Levin v. Winston-Levin, 39 Cal. App. 5th 1025 (filed September 13, 2019) Trustor Robert Levin had amended his Trust on several occasions, most recently in 2008, 2011, and 2012, before passing away in 2015.  Robert's daughter, Elizabeth, contested the 2008 and 2012 Amendments, alleging that Robert lacked capacity to execute these amendments and that he [...]

By | 2019-11-14T14:11:25-07:00 November 14th, 2019|Legal Updates|Comments Off on Trusts & Estates Section | November 2019 Legal Updates