Katzenstein v. Chabad of Poway

Opinion

IRION, J. —

Respondent Bonnie Katzenstein (Trustee), in her capacity as trustee of the Feinberg Family Trust Agreement dated October 30, 1984, as amended (Trust), filed a petition in probate court (Petition) following the death of Robert Feinberg (Decedent). Decedent was the cosettlor and former cotrustee of the Trust and the named insured in two life insurance policies. In the Petition, Trustee sought (1) a determination that the Trust is the beneficiary of, and therefore entitled to the proceeds from, one of the insurance policies and (2) damages against Chabad of Poway (Chabad) for…