Legal Opinion
Williamson v. Brooks
California Court of Appeal
Decided January 31, 2017No. 2d Civil B265745PublishedCited by 10 opinions
1Opinion of the CourtPerren, J.
*1296 The beneficiary of a trust asserts the trustees neglected to distribute trust assets to her. She claims as damages her inability to use those assets to prevent the loss of her home. We conclude the beneficiary suffered no compensable loss as a result of the trustee's alleged neglect.
William Morgan (William) created an irrevocable subtrust for the benefit of his *390 daughter, Beverly Morgan (Beverly). At its creation, the subtrust had an equity value of $67,500. Over the next four years, the cotrustees, Barton E. Clemens, Jr., and Thomas Brooks, increased the subtrust's equity value to over…
2Cases cited8 opinions
- Crawford v. Southern Pacific Co.California Supreme Court · 1935
- People v. MickeyCalifornia Supreme Court · 1991
- M&F Fishing, Inc. v. Sea-Pac Insurance Managers, Inc.California Court of Appeal · 2012
- San Francisco Opera Ass'n v. FlickingerCalifornia Court of Appeal · 2011
- Knox v. Dean IICalifornia Court of Appeal · 2012
3 more not listed; retrieve them via the Exa API.
3Cited by10 opinions
- Orange Catholic Found. v. Arvizu, California Court of Appeal, 5th District2018
- Greif v. SaninCalifornia Court of Appeal · 2022
- In re T.K. CA4/3California Court of Appeal · 2021
- Josiah v. Jackson CA3California Court of Appeal · 2020
- McClatchy v. Pruitt CA1/5California Court of Appeal · 2021
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