Soria v. Soria (Calif. Court of Appeal, 4th Dist), holding that beneficiaries could not recover Cal. Probate Code sec. 17211(b) attorney’s fees for a suit against a trustee for breach of fiduciary duty where the suit did not contest the trustee’s account within the meaning of the statute.
Munn v. Briggs (Calif. Court of Appeal, 4th Dist), holding that although California has not recognized a cause of action for tortuous interference with an inheritance expectancy, such a remedy might exist in a circumstance where there is no adequate remedy in probate to challenge a Will, trust, or property transfer.
David Tate, Esq., http://davidtate.us
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Covering news relating to legal developments; directors and officers; audit committees; governance, risk and compliance; accountants; accountability; California trust, estate and elder updates; and assorted related business and social issues. Please tell friends and colleagues.
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- David Tate, Esq.
- San Francisco, California (and beyond)
- http://davidtate.us (website)
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