BURCH v. GEORGE

Docket No. S025369.

7 Cal.4th 246 (1994)

866 P.2d 92

27 Cal. Rptr.2d 165

MARLENE BURCH, Petitioner and Appellant, v. RANDALL GEORGE, as Trustee, etc., et al., Objectors and Respondents.

Supreme Court of California.

February 7, 1994.


Attorney(s) appearing for the Case

COUNSEL

Hirschtick, Chenen, Cohen & Linden, Chenen, Cohen & Linden, Marvin M. Lager and C. Kelly McCourt for Petitioner and Appellant.

Mitchell, Silberberg & Knupp, Allan P. Cutrow, Kathleen L. McAchran, Nordman, Cormany, Hair & Compton, Glen M. Reiser and Larry L. Hines for Objectors and Respondents.


OPINION

BAXTER, J.

Marlene Burch (Marlene) became the fifth wife of Frank Burch (Frank) in December 1985. In 1988, Frank executed his integrated estate plan, which consisted of a will and an inter vivos trust. The beneficiaries of the trust included Marlene, Frank's elderly mother, his children from a prior marriage, and other relatives. Prior to his death in March 1989, Frank transferred substantial assets to the trust.

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