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Sample CA Estate Planning Cases
... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted
judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable
action to facilitate estate planning, when a reasonably prudent person in the ...
... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate
planning purposes and a bankruptcy of one of Young's businesses, Green Thumb
Nursery. In the 1991 estate plan, Charles was expressly ...
... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential
Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that
fundamentally changed the plan and made a substantial gift to Michael. ...
... The activities by the attorney respondents from which Tammy's cause of action in this case arises
can be divided into three categories: (1) Martins's revision of Edwina's estate planning documents
(the will revision); (2) Martins's lodging of Edwina's will with the probate court and ...
... As the Senate Judiciary Committee analysis proclaimed: "generic no contest clauses [are]
obsolete."'" (Rossi, supra, 138 Cal.App.4th at p. 1335.) Estate planning practitioners must draft
each no contest clause with particularity, considering in each case which instruments are ...
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