A former beneficiary and named successor trustee who had been disinherited and removed from trustee succession by subsequent amendments to a trust did not have standing to petition the court to invalidate such subsequent amendments.
MCLE Credit: 1.0 Hour General
John L. McDonnell, Jr. named to Best Lawyers in America for 2020. Recognized for his professional abilities, John was nominated by leading lawyers in the Trusts & Estates practice in Northern California.
Tax-deferred exchanges of commercial or investment real property are a common strategy for real estate owners. Federal courts have taken a pro-taxpayer approach in allowing taxpayers to structure these exchanges. California has not until recently.
Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.