Legal Opinion

Friend v. Salzwedel

California Court of Appeal

Decided September 30, 2015No. B253538PublishedCited by 2 opinions

1Opinion of the Court

Opinion

YEGAN, J.

Retained counsel for an elderly person suffering from dementia must safeguard the well-being of the person and his or her financial resources. As we shall explain, here the attorney did neither. The probate court expressly indicated that counsel put his own financial interests ahead of the interests of his client. It surcharged counsel. We agree with the probate court’s ruling and its rationale. We commend it. We affirm the judgment.

Attorney William Salzwedel appeals a $96,077.14 judgment surcharging him for excessive attorney’s/trustee’s fees ($70,044.99), medical expert fees…

2Cases cited11 opinions

  1. People v. BensonCalifornia Supreme Court · 1990
  2. Estate of GilkisonCalifornia Court of Appeal · 1998
  3. Donahue v. DonahueCalifornia Court of Appeal · 2010
  4. Giraldin v. GiraldinCalifornia Supreme Court · 2012
  5. SCI California Furneral Services, Inc. v. Five Bridges FoundationCalifornia Court of Appeal · 2012

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3Cited by2 opinions

  1. Butler v. LeBouefCalifornia Court of Appeal · 2016
  2. Estate of Yeh CA4/2California Court of Appeal · 2016

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