HEAPS v. HEAPS

No. G033133.

21 Cal.Rptr.3d 239 (2004)

124 Cal.App.4th 286

Mary Ann HEAPS, Plaintiff and Appellant, v. William Russell HEAPS, et al., Defendants and Respondents.

Court of Appeals of California, Fourth District, Division Three.

Rehearing Denied December 15, 2004.

Review Denied February 2, 2005.


Attorney(s) appearing for the Case

Sacks, Glazier, Franklin & Lodise, Margaret G. Lodise and Matthew W. McMurtrey, Los Angeles, for Plaintiff and Appellant.

The Kiken Group and Dale A. Kiken for Defendants and Respondents.


OPINION

SILLS, P.J.

I. INTRODUCTION

This case illustrates the sort of unexpected complications that can arise from the so-called "living trusts" which are hawked so aggressively these days. The bottom line here is that the casual use of a living trust as a quickie estate planning device meant that a husband was worth a lot less than his second wife thought he was worth when she married him. Unbeknownst to her, the husband's erstwhile assets had...

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