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.

 

 


 

Beverly Hills Bar Association
Legislative Updates
California Court of Appeal

December  2007


Official Section
Sponsor


Cabral v. Soares 157 Cal.App.4th 1234 filed 12/13/07

Claim that defendants, plaintiff’s ex-husband and his sister, wrongfully induced their mother to change her will to leave to the sister the one-third of mother’s estate that she had previously designated to go to the ex-husband, with the understanding that the sister would subsequently "get that money to" him so as to enable him to avoid support obligations to plaintiff failed to state a cause of action because it was essentially a will contest and was not brought in the probate action. Putative agreement between plaintiff’s ex-sister-in-law and her mother, whereby mother would amend her will to leave the ex-sister-in-law the one-third beneficial interest then designated for her brother in return for which the ex-sister-in-law would hold the property for her brother and "later get that money" to him so that he could avoid his obligations to plaintiff, created a constructive trust in favor of the brother that plaintiff, as his creditor, would be entitled to enforce, so it was error for trial court to deny leave for plaintiff to amend her complaint to allege such a constructive trust.

Brown v. Labow 157 Cal.App.4th 795 filed 12/ 5/07

Liquidation and dissolution of corporation did not cause an ademption of the specific gifts of its stock contained in a living trust whose trustor was adjudged incompetent subsequent to amending the trust to provide for the gifts where trustor did not recover competency prior to his death and there was no substantial evidence he intended an ademption to occur. Statutory offer of compromise may be orally revoked.


 

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