Gaynor v. Bulen
California Court of Appeal, 5th District
1Opinion of the CourtHaller, J.
*869Appellant James Bulen (James) and respondents (the Gaynor beneficiaries)1 are extended family members who are cobeneficiaries of a trust (Trust) created by their grandfather or great-grandfather (Grandfather). Years after Grandfather's death, these individuals and others engaged in contentious disputes over the management and control of the Trust.
After the probate court resolved these disputes, the Gaynor beneficiaries filed a surcharge petition against the cotrustees, and later added James as a respondent based on his alleged de facto trustee status. The Gaynor beneficiaries alleged a single…
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