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PATTON v. SHERWOOD

No. B189970.

61 Cal.Rptr.3d 289 (2007)

152 Cal.App.4th 339

Lowell T. PATTON et al., Plaintiffs and Appellants, v. Mark C. SHERWOOD et al., Defendants and Respondents.

Court of Appeal of California, Second District, Division Six.

June 21, 2007.

Attorney(s) appearing for the Case

Ferguson, Case, Orr, Paterson & Cunningham; David B. Shea and Sandra M. Robertson, Ventura, for Plaintiffs and Appellants.

Norman, Dowler, Sawyer, Israel, Walker & Barton and Matthew P. Guasco, Ventura, for Defendants and Respondents.

YEGAN, J.

Here we hold that the settlor of a charitable remainder unitrust (CRUT) may enforce the terms of the trust by petitioning the probate court concerning the internal affairs of the trust, here an accounting.1 In the present case, the settlor of three irrevocable charitable remainder unitrusts successfully petitioned to remove the trustee. But, the trial court then ruled that settlor lacked standing to object to the ousted trustee...

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