California Supreme Court Watch

Dec 22, 2021
#21-562 Haggerty v. Thornton, S271483.

#21-562 Haggerty v. Thornton, S271483. (D078049; 68 Cal.App.5th 1003; San Diego County Superior Court; 37-2019-00028694-PR-TR-CTL.) Petition for review after the Court of Appeal affirmed an order in a probate proceeding. This case presents the following issue: Can a trust be modified according to the statutory procedures for revocation of a trust (Prob. Code, ยง 15401) if the trust instrument itself sets forth identical procedures for modification and revocation?

Review granted: 12/22/2021

Opening brief on the merits filed: 3/09/2022

Answer briefs on the merits filed: 5/20/2022, 5/23/2022

See the Court of Appeal Opinion.