April 23, 2021

Dunlap v. Mayer

California Lawyers Association Trusts and Estates Section
Jaime B. Herren

Private Wealth Services attorney Jaime Herren authored an article in the California Lawyers Association's Trusts and Estates section summarizing Dunlap v. Mayer, a case dealing with beneficiary rights related to trust accountings and evidentiary hearings of factual disputes. The 4th District Court of Appeal reversed a lower court's decision to dismiss, ruling that the estate of a beneficiary has standing to demand an accounting; where there are disputed issues of fact the court may not dismiss without an evidentiary hearing.

READ: Dunlap v. Mayer

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