This Section and its working committees (Guardianship / Conservatorship Project and Elder Law) deal with all issues relating to estate planning and the probate of decedents' estates, the avoidance of probate, and the protection of incompetents and their assets through guardianships and conservatorships.

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Law Updates --> 2008

Beverly Hills Bar Association
Legislative Updates
California Court of Appeal

January 2008


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Exarhos v. Exarhos 158 Cal.App.4th 938 filed 1/10/08

Where decedent�s grandson filed suit as decedent�s successor in interest against bank for releasing funds to decedent�s son, and court dismissed action because a probate proceeding was already pending, plaintiff was liable to bank for attorney fees under Civil Code 1717(a), even though he was not a signatory to account agreement awarding fees in actions to enforce it, because he stood in decedent�s shoes as successor in interest and would have been entitled to attorney fees had he prevailed. Plaintiff failed to demonstrate that estate should be liable for attorney fee award because the cause of action upon which he sued had passed to him, and any judgment would have gone to him, not to the estate.

Estate of Garrett 159 Cal.App.4th 831 filed 1/31/08

Where decedent and surviving spouse had long been separated, and action to dissolve their marriage had been filed but was not pursued and was dismissed during decedent�s lifetime, surviving spouse was not "a party to an action for separate maintenance, annulment, or dissolution of the marriage" and did not lose statutory priority with regard to naming executor of decedent�s intestate estate.

 

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