Law Firm Specializing in Estate Planning, Trust and Probate Law
Current Case Law
Estate of Martino Filed October 18, 2023, Fourth Districut, Div. One.
A stepchild may establish a right to intestate succession where the decedent receives the child into their home and openly holds out the stepchild as their natural child.
Tubbs v. Berkowitz Filed April 7, 2020, Fourth District, Div. Three
A trustee who is also the donee of a general power of appointment over the trust assets may exercise that power in his own favor without liability because as donee he holds the power in a nonfiduciary capacity.
Donkin v. Donkin Filed April 3, 2020, Second District, Div. One.
Trustees representing themselves do not engage in the unauthorized practice of law in probate matters not involving third parties.
Estate of Ashlock Filed March 3, 2020, Fifth District
A person who misappropriates estate property in bad faith must return the property, plus pay twice the property’s value as a separate penalty.