Legal Opinion
Bradley v. Gilbert
California Court of Appeal
Decided April 1, 2009No. B201357PublishedCited by 8 opinions
1Opinion of the Court
Opinion
WOODS, Acting P. J.—
INTRODUCTION
This appeal involves a “safe harbor” determination by the probate court in accordance with section 21320 of the Probate Code. The probate court 2 found that a son’s proposed petition as successor trustee to marshal the assets in his deceased parents’ Bypass and QTIP (qualified terminable interest property) trusts would not constitute a contest of his father’s Survivor’s Trust and the no contest provision set forth therein. For the reasons hereafter stated, we affirm the judgment.
FACTUAL AND PROCEDURAL SYNOPSIS
It appears to this court that no significant…
2Cases cited11 opinions
- Auto Equity Sales, Inc. v. Superior CourtCalifornia Supreme Court · 1962
- Burch v. GeorgeCalifornia Supreme Court · 1994
- Scharlin v. Superior CourtCalifornia Court of Appeal · 1992
- Plumleigh v. FerberCalifornia Court of Appeal · 1998
- Tunstall v. WellsCalifornia Court of Appeal · 2006
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3Cited by8 opinions
- Donkin v. DonkinCalifornia Supreme Court · 2013
- Doolittle v. Exchange BankCalifornia Court of Appeal · 2015
- Munn v. BriggsCalifornia Court of Appeal · 2010
- Funsten v. Wells Fargo Bank CA1/4California Court of Appeal · 2016
- Albrecht v. Albrecht CA2/4California Court of Appeal · 2021
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