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June 12, 2025
Two new appellate decisions clarify procedural rules in probate matters. Goebner v. Superior Court held that demurrers may be filed up to the initial hearing under Probate Code §1043. Amundson v. Catello ruled that heirs lack standing for partition actions until a final order of distribution is entered.
Two new appellate decisions clarify procedural rules in probate matters. Goebner v. Superior Court held that demurrers may be filed up to the initial hearing under Probate Code §1043. Amundson v. Catello ruled that heirs lack standing for partition actions until a final order of distribution is entered.
April 22, 2025
Two new appellate decisions offer key guidance for trust and estate practitioners. In Packard v. Packard, the court held that a petition to reform a trust based on mistake is not a trust contest subject to the 120-day deadline under Probate Code §16061.8. In Estate of Tarlow, the court confirmed that a trustee of a testamentary trust has standing under §11700 to seek a determination of heirs entitled to distribution.
Two new appellate decisions offer key guidance for trust and estate practitioners. In Packard v. Packard, the court held that a petition to reform a trust based on mistake is not a trust contest subject to the 120-day deadline under Probate Code §16061.8. In Estate of Tarlow, the court confirmed that a trustee of a testamentary trust has standing under §11700 to seek a determination of heirs entitled to distribution.

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