June 30, 2016

The budget bills signed by Governor Brown incorporated the provisions of SB 33 (Hernandez) and ensures:

  • No recovery on the estates of surviving spouses

  • Recovery will be limited to only what is required by federal law, i.e., for those 55+ years of age, nursing h...

June 30, 2016

Filed June 20, 2016, Second District, Div. Six Cite as B259534

LeBouef was an estate planning attorney who was the principal beneficiary and the nominated trustee under a testamentary trust executed by Patton, a vulnerable elder. The trial court invalidated the gift to...

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