San Diego, CA
Trusts Lawyer at San Diego, CA
Practice Areas: Trusts, Probate, Guardianship
OUTCOME: Union Bank, trustee, won the case
Trustee of a special needs trust sought reimbursement of payments from the trust to Mission Hills Health Care for a trust beneficiary during the period for which beneficiary was retroactively approved ... for Medi-Cal benefits
OUTCOME: Client won - Care giver gift invalidated
Burger family contested amendment to Trust giving the care giver 98% of the Burger trust estate.
OUTCOME: Client won -Contestant lost and Trust upheld as valid
Trust contest by a former beneficiary. Alda McCourt changed her Trust to remove her niece, the primary beneficiary and instead, named a charity she admired as the sole beneficiary. I represented the ... charity who sought to uphold the Trust as amended. The niece file a trust contest. The case went to trial and the judge upheld the Trust as amended by Alda McCourt, awarded the Trust property to my client, and awarded the niece nothing.
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