Levine v. Levine

Opinion

CURRY, J.

Appellants Derek and Danielle Levine are the grandchildren of Allan Levine, who died on September 28, 1999. When he was alive, Allan 1 established investment accounts in appellants’ names pursuant to the Uniform Transfers to Minors Act (Prob. Code, § 3900 et seq., UTMA). Allan withdrew the money from those funds approximately four years before his death. More than a year after his death, appellants filed a complaint against his widow, Karen Levine, in her capacity as beneficiary of the Levine family trust (the Trust), the irrevocable trust which held title to the bulk of…