The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries.
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.
Hartog, Baer, Zabronsky (HBZ) congratulates Anna Judson, a first-year student at UC Berkeley School of Law, for being the firm’s 2022 Diversity Scholarship recipient.