In re: Cruz Family Trust
Published: Jun. 14, 2024 | Result Date: Apr. 3, 2024 |Bench Decision – Dismissal
Judge
Court
Los Angeles County Superior Court
Attorneys
Petitioner
James D. Hornbuckle
(Gomez Law APC)
Respondent
Andrew C. Kienle
(Hart Kienle Pentecost)
Facts
Respondent in this case was sued by her sisters seeking to invalidate a trust amendment on the grounds of undue influence and elder abuse.
After the petitioners finished presenting their evidence two days into a five-day trial, respondent brought a motion to dismiss.
Contentions
PETITIONER'S CONENTIONS: Petitioners claimed that certain amendments to the Cruz Family Trust should be invalidated as a product of undue influence.
RESPONDENT'S CONTENTIONS: Respondent contended that the amendments to the Cruz Family Trust are valid and enforceable, set forth the Trustor's testamentary intent and were not the product of undue influence.
Result
The court granted the motion, dismissing both the trust petition and related civil complaint and entering judgment in respondent's favor.
Length
two days
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