Petition for Instructions and Construction of Trust Instrument
Dec 29, 2014OUTCOME: Settled according to terms favorable to client
Petitioned court to construe trust instrument.
John Christopher Martin's Legal Cases (10)
Menlo Park, CA
Estate planning Lawyer at Menlo Park, CA
Practice Areas: Estate Planning, Probate ... +3 more
Petition to Terminate Trust - San Mateo County Superior Court
Mar 04, 2014OUTCOME: The court granted the petition
Terminated life insurance trusts with multiple beneficiaries due to changed estate tax law.
Petition to Confirm Trust Property - Alameda County Superior Court
Feb 27, 2014OUTCOME: Case settled according to terms favorable to client
Used an 850 Petition for a Creditor's claim against trust. The case involved a creditor's claim for valuable improvements made to real property and Decedent's oral promises to repay.
Petition to Determine Entitlement to Estate Distribution
Jan 23, 2014OUTCOME: The judge found for my clients, the intestate heirs
Filed action on behalf of intestate beneficiaries of a trust which omitted a residuary clause. Specific distributees objected to the Petition. The case proceeded through two rounds of mediation and a l ... egal decision by the judge. Ultimately, my clients were awarded an estate exceeding $2.0 Million
Petition to Modify Trust, Santa Clara County Superior Court
Oct 08, 2013OUTCOME: The Court granted the petition
Modified trust to eliminate bypass trust based on changed circumstances (estate tax law) and beneficiary consent
Petition to Remove Trustee, Contra Costa Superior Court
Jul 17, 2013OUTCOME: The court suspended the Trustee and appointed a professional fiduciary
Petitioned court to remove trustee on basis of mismanagement.
Objection to Petition for Probate, Contra Costa Superior Court
Jul 17, 2013OUTCOME: The court suspended the personal representative and appointed a private professional fiduciary
Objected to appointment of personal representative
Petition to Modify Trust, Alameda County Superior Court
Mar 13, 2013OUTCOME: The Court granted the petition
Petitioned court to modify trust by eliminating a bypass trust based on changed circumstances (change in estate tax law). Successfully appointed guardian ad litem for purposes of consent of incapacitat ... ed surviving spouse.
Petition to Modify Trust, San Mateo County Superior Court
Jan 17, 2013OUTCOME: The Court granted the petition
Petitioned court to modify parent's trust in order to create a special needs trust for a disabled child
850 Petition, Santa Clara County Superior Court
Apr 16, 2012OUTCOME: The Court granted the petition
Petitioned the court to fund more than $15 Million in real estate to a trust which had not been properly funded.
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