Case Results

Important Disclaimer: Angelique Friend is a California licensed professional fiduciary, not an attorney, law firm, or legal service provider. She does not practice law, does not provide legal advice, and nothing on this website or in her services should be interpreted as legal advice, legal strategy, or the creation of an attorney-client relationship. Any information provided is for general educational and administrative support purposes only. If you need legal advice regarding conservatorships, probate, trust administration, estate disputes, incapacity planning, or any other legal matter, you should consult a qualified California attorney.
  • Conservatorship of B.C.

    December 2016

    In 2012, B.C., age 30, suffered cardiac arrest and brain damage from the use of methamphetamine and alcohol. She initially lived with and was cared for by her mother. When her mother died, B.C. inherited $450,000. She also received disability payments. Although she had limited cognitive function, she subsequently married Jesse, with whom she had been “partying” at the time of her cardiac arrest. In 2014, B.C.'s aunt, C.S., sought appointment as probate conservator. Through counsel, B.C. opposed the petition. Jesse participated in hiring and advising the attorney. The court appointed the Ventura County Public Defender to represent B.C. An appointed conservator for B.C.'s estate sought reimbursement of $30,000, for disability benefits that Jesse had diverted to himself. Jesse has no assets and is responsible for five children. After a bench trial, the court appointed C.S., Prob. Code 1800. The court of appeal affirmed. Probate conservatorships do not require a personal waiver of the right to a jury trial because the proceedings pose no threat of confinement and are conducted according to the law relating to civil actions, including trial by jury if demanded by the proposed conservatee. B.C.'s attorney had authority to waive a jury trial on her behalf, even if the court failed to recite that B.C. had a right to a jury. The record supports the finding that B.C. cannot take care of her own needs, nor can her husband be trusted to do so. Read On

  • Conservatorship of Lester Moore

    September 2015

    Attorney William Salzwedel appealed a $96,077.14 judgment surcharging him for excessive attorney's/trustee's fees, medical expert fees, and costs incurred while acting as the temporary trustee of the Moore Family Trust. The court concluded that substantial evidence supports the finding that the fees were unreasonable, and Salzwedel's trust accounting demonstrates that the fees and expenses were excessive. The court found that Salzwedel was repeatedly warned that he had a conflict of interest acting as trustee and as the attorney for a mentally impaired client in a conservatorship proceeding. He had never served as a trustee or been involved in a conservatorship before but perceived it as a license to zealously fight for Moore no matter what the cost. The court denied Salzwedel's remaining claims and affirmed the judgment. Read On

  • Conservatorship of Farrant

    August 2021

    This is appellant's third appeal concerning the conservatorship of the person and estate of his mother, Norma Farrant. The Court of Appeal affirmed the probate court's orders requiring him to pay $63,448.90 for misappropriation of Norma's assets, surcharging in the same amount appellant's share of interpled funds, and imposing sanctions of $121,000 for failing to timely file an accounting of his actions relating to Norma's estate. Read On

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