Legal Opinion
Heggstad v. Heggstad
California Court of Appeal
Decided June 21, 1993No. A055005PublishedCited by 34 opinions
1Opinion of the Court
Opinion
PHELAN, J.
In response to respondent’s petition for order instructing trustee, the probate court decreed that the decedent’s undivided 34.78 percent interest in property identified as 100 Independence Drive, Menlo Park, San Mateo County, was vested in Glen P. Heggstad, as successor trustee of the Heggstad Family Trust, and was not part of the decedent’s estate. We hold that the settlor’s written declaration stating that he holds this property as trustee was sufficient to create a revocable living trust, and we affirm the probate court’s order.
Facts
On May 10, 1989, decedent Halvard L.…
2Cases cited3 opinions
- Estate of BaglioneCalifornia Supreme Court · 1966
- Walton v. City of Red BluffCalifornia Court of Appeal · 1991
- Getty v. GettyCalifornia Court of Appeal · 1972
3Cited by34 opinions
- In Re Estate of PowellCalifornia Court of Appeal · 2000
- Wayne Drewes, Trustee-Appellant v. Barry Schonteich, Debtor, Linda Schonteich, Debtor-AppelleeCourt of Appeals for the Eighth Circuit · 1994
- Keitel v. HeubelCalifornia Court of Appeal · 2002
- Schwartz v. LabowCalifornia Court of Appeal · 2008
- Esslinger v. CumminsCalifornia Court of Appeal · 2006
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