Free Trusts & Estates case summaries from Justia.
If you are unable to see this message, click here to view it in a web browser. | | Trusts & Estates May 29, 2020 |
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Click here to remove Verdict from subsequent Justia newsletter(s). | New on Verdict Legal Analysis and Commentary | Not Letting Felons Vote Damages Democracy for All Citizens | AUSTIN SARAT | | Austin Sarat— Associate Provost, Associate Dean of the Faculty, and William Nelson Cromwell Professor of Jurisprudence and Political Science at Amherst College—argues that disenfranchising felons, as most American states do in some way, does substantial harm to everyone in our democracy. Sarat praises a recent decision by a federal district court in Florida striking down a state law requiring people with serious criminal convictions to pay court fines and fees before they can register to vote, but he cautions that but much more needs to be done to ensure that those who commit serious crimes can exercise one of the essential rights of citizenship. | Read More |
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Trusts & Estates Opinions | Canarelli v. Eighth Judicial District Court | Court: Supreme Court of Nevada Citation: 136 Nev. Adv. Op. No. 29 Opinion Date: May 28, 2020 Judge: Stiglich Areas of Law: Trusts & Estates | The Supreme Court granted a writ of prohibition sought by Petitioners challenging a district court order compelling the production of allegedly privileged documents in a trust dispute with a beneficiary, holding that the documents were undiscoverable and that this Court expressly declines to recognize the fiduciary exception to the attorney-client privilege in Nevada. Petitioners, former trustees, challenged a district court order compelling a group of documents containing a former trustee's notes related to a phone call with counsel and a second group of documents containing the former trustee's notes taken during a meeting with other trustees, counsel, the opposing party, and an independent appraiser. The Supreme Court held that the district court acted in excess of jurisdiction in compelling the partial production of the disputed documents because (1) the first group of documents were protected by the attorney-client privilege; and (2) the second group of documents were protected by the work-product doctrine. | | Larsen v. Stack | Court: Supreme Court of Virginia Docket: 190832 Opinion Date: May 28, 2020 Judge: Chafin Areas of Law: Trusts & Estates | The Supreme Court affirmed the decision of the circuit court interpreting certain provisions of the will of Sandra Larsen's late husband and determining that Sandra did not have a life estate in the decedent's property, holding that the circuit court did not err. The decedent's will divided his estate between Sandra, his children, Pamela and Kirk, and his grandchildren. Pamela and Kirk filed a complaint for declaratory judgment requesting the circuit court to construe the terms of the decedent's will and determine the extent of Sandra's interest in the decedent's house and farm. The circuit court determined that Sandra did not have a life estate in the property, noting that Sandra's rights to the property were subject to be terminated when she was no longer physically or mentally able to reside in the home. The Supreme Court affirmed, holding (1) the decedent's will did not gave Sandra a life estate in the property; (2) Pamela and Kirk had concurrent rights to access and use the property; and (3) parol evidence was necessary to interpret the scope of Sandra's rights. | | Gomez v. Smith | Court: Supreme Court of Appeals of West Virginia Docket: 18-0426 Opinion Date: May 26, 2020 Judge: Margaret L. Workman Areas of Law: Legal Ethics, Real Estate & Property Law, Trusts & Estates | The Supreme Court (1) affirmed the judgment of the circuit court in a conversion case granting motions to dismiss on the ground that all pleadings filed on behalf of the Estate of A. Rafael Gomez by a non-attorney executor and all arguments made by him in court proceedings constituted the unlawful practice of law, and (2) found that the appeal in a companion case, a will contest, was improvidently granted. The Estate sought reversal of a circuit court dismissing its lawsuit on the ground that Mark Gomez, as a non-attorney executor, was not authorized to file pleadings or otherwise represent the Estate in judicial proceedings. Mark, together with his brothers, also filed a will contest in which Mark filed pleadings and argued on both his own behalf and on behalf of the Estate. The Supreme Court held (1) as to the conversion case, Mark, a non-attorney executor, was engaged in the unlawful practice of law, and therefore, the circuit court properly dismissed the case; and (2) as to the will contest, the court did not make any rulings that conclusively determined any issue in the case, and therefore, the appeal was improvidently granted. | |
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