No. B265745.

7 Cal.App.5th 1294 (2017)

JOANNE WILLIAMSON, as Trustee, etc., Plaintiff and Appellant, v. THOMAS BROOKS et al., Defendants and Respondents.

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

January 31, 2017.

Attorney(s) appearing for the Case

Snyder Law, Barry Clifford Snyder and Joseph R. Billings for Plaintiff and Appellant.

Seed Mackall, Peter A. Umoff and Alan D. Condren for Defendants and Respondents Barton E. Clemens, Jr., William Morgan and Connie Morgan.

Mullen & Henzell and Jana S. Johnston for Defendant and Respondent Thomas Brooks.


The beneficiary of a trust seeks the value of "opportunities lost" resulting from the trustees' refusal or neglect to distribute trust assets to the beneficiary. Here we conclude that such conduct is not actionable. There is a difference between such a claim and an actionable claim for losses to the trust resulting...

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