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
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.
Congratulations to Kevin O’Brien for his article published in The Recorder. Kevin analyzes the nuance of appeals within trusts & estates cases in the article, “In Trust Litigation, It’s Best to Take the ‘Appeal Now’ Approach.”
In his article for Bloomberg Tax, HBH Principal Andrew Verriere examines the California Court of Appeal’s Breslin v. Breslin decision and the expanded authority of trial courts in trust proceedings.