Wells Fargo Bank, N.A. v. Superior Court of L.A. Cty.
California Supreme Court
1Opinion of the Court
Opinion
WERDEGAR, J.
In this action for an accounting, the beneficiaries of a private express trust seek to compel the trustee to disclose its privileged *205communications with attorneys. We conclude the trustee may assert the attorney-client privilege against the beneficiaries.
I. Facts and Procedural History
William A. Couch established the Couch Living Trust in October 1991. He served as the sole trustee until his death in March 1992. At that time, William’s surviving spouse, Rosa Couch, and petitioner Wells Fargo Bank, N.A. (Wells Fargo) became cotrustees pursuant to the trust instrument. The…
2Cases cited24 opinions
- Upjohn Co. v. United StatesSupreme Court of the United States · 1981
- Huie v. DeShazoTexas Supreme Court · 1996
- Hunt v. BlackburnSupreme Court of the United States · 1888
- Roberts v. City of PalmdaleCalifornia Supreme Court · 1993
- Mitchell v. Superior CourtCalifornia Supreme Court · 1984
19 more not listed; retrieve them via the Exa API.
3Cited by61 opinions
- United States v. Jicarilla Apache NationSupreme Court of the United States · 2011
- People v. Superior CourtCalifornia Supreme Court · 2001
- Oxy Resources California LLC v. Superior CourtCalifornia Court of Appeal · 2004
- HLC Properties, Ltd. v. Superior CourtCalifornia Supreme Court · 2005
- First Union Nat. Bank v. TurneyDistrict Court of Appeal of Florida · 2001
56 more not listed; retrieve them via the Exa API.