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McGEE v. STATE DEPT. OF HEALTH CARE SERVICES

No. C093796.

91 Cal.App.5th 1161 (2023)

DANIEL McGEE, as Trustee, etc., Plaintiff and Appellant, v. STATE DEPARTMENT OF HEALTH CARE SERVICES, Defendant and Respondent.

Court of Appeals of California, Third District.

May 24, 2023.

Attorney(s) appearing for the Case

Law Office of Stephanie J. Finelli , and Stephanie J. Finelli for Plaintiff and Appellant.

No appearance for Defendant and Respondent.

OPINION

On a petition to settle a trust accounting, the trial court disapproved certain disbursements made by the trustee of a special needs trust, and it surcharged the trustee. The trustee appeals, claiming the trial court abused its discretion by imposing the wrong standard for determining whether the disbursements...

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