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OCBA Trusts & Estates Section Webinar
Attorney Fee Awards to Trust Beneficiaries: Substantial Benefit Doctrine
Start Date - End Date
May 12, 2021
12:00 PM - 1:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
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Speaker:
Denise E. Chambliss, Esq.
Chair of Trust and Estate Litigation
Hoge, Fenton, Jones & Appel
Attorney Fee Awards to Trust Beneficiaries: Substantial Benefit Doctrine
Discussion of fee shifting in probate proceedings under the equitable "substantial benefit" doctrine applied in case of Smith v. Szeyller, which awarded recovery of their attorney's fees from the trust to beneficiary who obtained only a non-monetary benefit (trustee compliance with duty to account), and other potential arguments for beneficiary's recovery of their litigation fees.
This program is approved for 1.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
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