WT Wins: Yolo County Superior Court Denies Pre-Death Trust Contest Petition In Favor of Weintraub’s Trustee Client

Edward J. Corey, Jr. and Daniel C. Kim prevailed in a 9-day trial before the Yolo County Superior Court relating to a pre-death trust contest.

The Petitioner, son of the trust settlors, claimed that his parents lacked sufficient capacity and/or were unduly influenced in making changes to their trust in 2018 that removed him as a beneficiary of the family’s farming businesses. Based on the evidence presented at trial, the court found that Petitioner had failed to meet his evidentiary burden of proof on both claims and ruled in favor of Weintraub’s client, the current trustee.