$1M
Trust Litigation
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Case Details
Clients, relatives of a wealthy elderly single man, sued two hired caretakers for undue influence under Probate Code Section 21380 to invalidate a trust amendment providing 50% of the trust residue (estimated $1,000,000.00) to the caretakers.
Additional Notes
Judgment against Caretaker #1, whose interest was terminated. Nominal settlement with Caretaker #2, providing the vast majority of challenged assets to the family.