Can a Non-Beneficiary or Trustee Participate in a Trust Proceeding?

probate Nov 21, 2023
 

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Can a non-beneficiary and non-trustee participate in a trust proceeding?

Last month, the First District Court of Appeal addressed this issue and issue an...

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New Probate Case

probate trust amendments Mar 22, 2022
 
  • Too Busy To Keep Up With the New CA Civil Case Law?
  • Should You Know the Important New Civil Case Decisions in Your Practice Areas?
Let Monty help you! Since 2012, I've helped lots of California lawyers easily keep current with the new case law in their practice areas by publishing California Case Summaries™ with short summaries (one paragraph), organized by legal topic, of every new civil and family law case published in monthly, quarterly and annual subscription editions.

 Probate

In probate actions a common issue facing the courts is whether an amendment to a revocable trust was valid. Last month, the First District Court of Appeal published a new decision addressing whether an amendment to a revocable trust was valid when it was not acknowledged by a notary public. In the video above I briefly discuss this new case. Below is my summary of this new case.

New Probate Decision 

Balistreri v. Balistreri (2022) _ Cal.App.5th _ , 2022 WL 557745: The...

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