Tag Archives: appellate

Probate & Trusts – Merger Doctrine

Trust did not terminate under ‘merger doctrine’ since intent of settler was for trust to continue until final distribution of trust property occurred. A California Court of Appeal affirmed the lower court’s decision in ROBERT WEINBERGER v. JAMES G. MORRIS … Continue reading

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Probate & Trusts – Care Custodian

Person is not ‘care custodian’ under Probate Code by providing limited assistance services to decedent before he was placed in nursing home. A California Court of Appeal upheld the trial court’s decision in DAWN AUSTIN V. DEBRA SIMPSON.  Appellant claimed … Continue reading

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