Kelly v. Orr
Filed January 11, 2016, Fourth District, Div. One
Cite as D067735 Within one year of the prior trustee’s resignation plaintiff successor trustee filed a professional negligence action against the prior trustee’s attorneys. The trial court sustained the attorney-defendants’ demurrer, holding the professional negligence action was time barred because plaintiff knew about the representation and the alleged professional negligence more than one year before he filed the action.
Marx Brothers’ attorney disbarred for taking funds from trust
EDWARD EZOR [#50469], 74, of Pasadena, was disbarred Oct. 23, 2015 after unsuccessfully appealing a State Bar Court hearing judge’s recommendation he be disbarred for willful misappropriation of $37,247.22 and “failing to maintain funds in trust for an elderly, disabled client.” Ezor claimed the misappropriation was the result of an accounting error, an explanation a three-judge review panel rejected. “This case illustrates the dire consequences an attorney may face when he a
New Form To Request Medi-Cal Expenses Subject to Recovery
One of the most frequent complaints from Medi-Cal beneficiaries has been the inability to find out exactly how much in benefits have been paid on their behalf. In the past, beneficiaries or their representatives were required to complete a form DHCS 6236 – Request for Access to Protected Health Information – pay $25 and send it in to EDS Communications at the Department and hope they might receive some answer within 30 days. The new form, DHCS Form 4017 is a bit easier to com
New Case Alert -
Gray v. Jewish Federation of Palm Springs and Desert Area Filed January 6, 2016, Fourth District, Div. Two
Cite as E059761 The Jewish Federation of Palm Springs and Desert Area, as remainder beneficiary, objected to accountings provided by the trustee, who was also the income beneficiary. Federation argued the trustee breached her fiduciary duties by improperly allocating trust expenses to principal rather than income. The trial court agreed with Federation, finding that th
