Legal Opinion
Fazzi v. Klein
California Court of Appeal
Decided December 14, 2010No. G042684PublishedCited by 8 opinions
1Opinion of the Court
*1282Opinion
ARONSON, J.
Norma Jean Klein appeals from an order granting “safe harbor” to her son, Christopher Gene Fazzi, to file a proposed petition in probate court challenging Norma’s status and actions as trustee of two trusts in which Christopher is a beneficiary.1 The proposed petition also challenges a trust provision directing that Christopher’s brother, Michael, serve as the successor trustee to Norma.
In granting Christopher’s safe harbor application, the trial court found neither of the two trusts contains a “no contest” clause and, moreover, even if the clause did apply, the proposed…
2Cases cited10 opinions
- Johnson v. GreenelshCalifornia Supreme Court · 2009
- Scharlin v. Superior CourtCalifornia Court of Appeal · 1992
- Plumleigh v. FerberCalifornia Court of Appeal · 1998
- Smith v. GilreathCalifornia Court of Appeal · 1968
- Estate of BullockCalifornia Court of Appeal · 1968
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3Cited by8 opinions
- Donkin v. DonkinCalifornia Supreme Court · 2013
- Martin v. PacifiCare of CaliforniaCalifornia Court of Appeal · 2011
- PacifiCare of California v. Bright Medical Associates, Inc.California Court of Appeal · 2011
- David Spurlock v. Wyoming Trust CompanyWyoming Supreme Court · 2024
- Bellezzo v. Bellezzo CA2/8California Court of Appeal · 2013
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