Legal Opinion
Burch v. George
California Supreme Court
Decided February 7, 1994No. S025369PublishedCited by 95 opinions
1Opinion of the Court
Opinion
BAXTER, J.
Marlene Burch (Marlene) became the fifth wife of Frank Burch (Frank) in December 1985. In 1988, Frank executed his integrated estate plan, which consisted of a will and an inter vivos trust. The beneficiaries of the trust included Marlene, Frank’s elderly mother, his children from a prior marriage, and other relatives. Prior to his death in March 1989, Frank transferred substantial assets to the trust.
To discourage litigation over the trust and its distribution scheme, Frank inserted a “no contest clause” in the trust instrument. After Frank’s death, Marlene petitioned the…
2Cases cited42 opinions
- Shaw v. Delta Air Lines, Inc.Supreme Court of the United States · 1983
- Pilot Life Insurance v. DedeauxSupreme Court of the United States · 1987
- Alessi v. Raybestos-Manhattan, Inc.Supreme Court of the United States · 1981
- MacKey v. Lanier Collection Agency & Service, Inc.Supreme Court of the United States · 1988
- Aetna Life Insurance Company v. Francisco L. Borges, Treasurer of the State of Connecticut, and State of ConnecticutCourt of Appeals for the Second Circuit · 1989
37 more not listed; retrieve them via the Exa API.
3Cited by95 opinions
- Lundquist v. ReusserCalifornia Supreme Court · 1994
- Elkins v. Superior CourtCalifornia Supreme Court · 2007
- Johnson v. GreenelshCalifornia Supreme Court · 2009
- People v. WilliamsCalifornia Court of Appeal · 2000
- Tribeca Companies, LLC v. First American Title InsuranceCalifornia Court of Appeal · 2015
90 more not listed; retrieve them via the Exa API.