This is the property of the Daily Journal Corporation and fully protected by copyright. It is made available only to Daily Journal subscribers for personal or collaborative purposes and may not be distributed, reproduced, modified, stored or transferred without written permission. Please click "Reprint" to order presentation-ready copies to distribute to clients or use in commercial marketing materials or for permission to post on a website. and copyright (showing year of publication) at the bottom.
Subscribe to the Daily Journal for access to Daily Appellate Reports, Verdicts, Judicial Profiles and more...

Wills, Estates & Trusts,
California Supreme Court

Jan. 19, 2024

Top five trusts and estates cases of 2023

The California Supreme Court issued no Trusts and Estates opinions in 2023, but there were a wide and interesting variety of topics addressed by the lower appellate courts.

Ciarán O’Sullivan

Ciarán has litigated trusts and estates disputes in trial and appellate courts since 1998. He is a member of the executive committee of the California Lawyers Association's Trusts and Estates section.

Although the California Supreme Court issued no Trusts and Estates opinions in 2023, the much-anticipated Haggerty v. Thornton case, which may resolve a conflict among the appellate districts about the permitted methods of trust amendment, was argued and submitted on Dec. 5, 2023, and is impending.

There were also a wide and interesting variety of topics addressed by the lower appellate courts. What follows is ...

To continue reading, please subscribe.

Already a subscriber?

Or access this article for $45
(Purchase provides 7-day access to this article. Printing, posting or downloading is not allowed.)