WT Wins: Daniel C. Kim Prevails for Trustee Client
Published: February 20, 2024
Weintraub shareholder Daniel C. Kim prevailed in a 2-day trial before the Yolo County Superior Court relating to his trustee-client’s petition to sell trust property.
The Respondent, one of the trust settlors’ five children, refused to vacate the 54-acre mixed-use property at issue, demanding that the trustee agree to a lot line adjustment or distribution in kind. Respondent’s desire was to continue living rent free in a residence located on the property. The evidence presented at trial showed that the property was a difficult one to sell and had been on the market for the better part of 18 years. The court found that sale of the property and distribution of the proceeds was appropriate and would provide equal benefit to all of the beneficiaries.