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FIDUCIARY TRUST INTERNAT. OF CALIFORNIA v. SUPERIOR COURT

No. B247441.

218 Cal.App.4th 465 (2013)

160 Cal. Rptr. 3d 216

FIDUCIARY TRUST INTERNATIONAL OF CALIFORNIA, Petitioner, v. THE SUPERIOR COURT OF LOS ANGELES COUNTY, Respondent; MICHAEL J. BROWN, as Cotrustee, etc., et al., Real Parties in Interest.

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

July 31, 2013.

Attorney(s) appearing for the Case

Holland & Knight, Bruce S. Ross , Vivian L. Thoreen and Roger B. Coven for Petitioner.

No appearance for Respondent.

Sandler and Rosen, Charles L. Birke and Adam W. Guerrero for Real Parties in Interest.

OPINION

ZELON, J. —

INTRODUCTION

In 1992, Raymond Sandler, then an attorney at Sandler & Rosen, drafted wills for Willet Brown and his wife Betty Brown. Willet's will established a marital trust that was expected to generate several million dollars in annual income. The will named Betty as the marital trust's income beneficiary for life; upon her death, the principal...

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