Legal Opinion

Balian v. Balian

California Court of Appeal

Decided December 11, 2009No. B214434Published

1Opinion of the Court

Opinion

TURNER, P. J.

I. INTRODUCTION

Alexander G. Balian and George A. Balian, Jr. (the trustees), are cosuccessor trustees of the Mary J. B alian Revocable Trust dated May 11, 1995 (the trust). The trustees have appealed from the portion of an order granting a declaratory relief petition brought by a trust beneficiary, Patricia B alian, pursuant to Probate Code 2 section 21320 to determine that a proposed petition to modify the irrevocable trust is not a contest. The proposed modification petition sought to strike or modify a “special needs” provision in the trust pursuant to section 15409. We…

2Cases cited7 opinions

  1. Burch v. GeorgeCalifornia Supreme Court · 1994
  2. Johnson v. GreenelshCalifornia Supreme Court · 2009
  3. Estate of KailaCalifornia Court of Appeal · 2001
  4. Conservatorship of the Estate of KaneCalifornia Court of Appeal · 2006
  5. In Re Estate of RossiCalifornia Court of Appeal · 2006

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