HASSO v. HASSO

No. G036369.

55 Cal.Rptr.3d 667 (2007)

148 Cal.App.4th 329

Helene HASSO, Plaintiff and Respondent, v. Ronald D. HASSO et al., Defendants and Appellants.

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

March 6, 2007.


Attorney(s) appearing for the Case

King & Parret and Charles W. Parret, Orange, for Defendant and Appellant Ronald D. Hasso.

Law Offices of Dirk Van Tatenhove and Dirk Van Tatenhove, Orange, for Defendant and Appellant Heather Hasso.

Latham & Watkins, Jon D. Anderson and Michael W. De Vries, Costa Mesa, for Plaintiff and Respondent Helene Hasso.


OPINION

IKOLA, J.

Unfortunately, but not surprisingly, classification of money flowing into a trust, particularly in seven- or eight-figure amounts, can become a focus of controversy that drives a stake into the heart of a family. Such is the case here, where a widow is the sole income beneficiary of a marital trust established by her deceased husband, and their grown son and daughter are remainder beneficiaries...

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