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BRADLEY v. GILBERT

No. B201357.

172 Cal.App.4th 1058 (2009)

___ Cal.Rptr.3d ___

JAMES CHRISTOPHER BRADLEY, Plaintiff and Appellant, v. AMELIA GILBERT, as Trustee, etc., Defendant and Appellant.

Court of Appeals of California, Second District, Division Seven.

April 1, 2009.

Attorney(s) appearing for the Case

Evans, Latham & Campisi, Andrew Zabronsky, Claudia J. Lowder; and John A. Payne, Jr., for Plaintiff and Appellant.

Stewart J. Schwartz for Defendant and Appellant.

OPINION

WOODS, Acting P. J.—

INTRODUCTION

This appeal involves a "safe harbor" determination by the probate court in accordance with section 21320 of the Probate Code.1 The probate court2 found that a son's proposed petition as successor trustee to marshal the assets in his deceased parents' Bypass and QTIP (qualified terminable interest property) trusts would...

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