New Case Expands Shifting Trust/Trustee Attorney’s Fees and Costs to a Beneficiary’s Share of the Trust

Summary. The decision in Pizarro v. Reynoso expands the shifting of trust/trustee attorneys’ fees and costs to a beneficiary’s trust share, and in relevant part reminds us that all trust and estate litigation cases vary and are determined in significant part by the facts and circumstances of that case, the relevant case law, and the…

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New California Trust Case – Trustee Not Liable For Beneficiary’s Personal Damages, And Also Not Liable For Beneficiary’s Failure To Take Action

Overview Williamson v. Brooks holds that a trustee is not liable for personal damages suffered by the beneficiary, and a trustee is not liable to the beneficiary if the beneficiary failed to diligently protect her interests. Williamson v. Brooks, California Court of Appeal, Second Appellate District (2d Civil No. B265745, decided January 31, 2017) Summary…

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