Freedman Law Firm wins appeal for his client in the California Court of Appeals 3rd Appellate District

In an unpublished decision, the Freedman Law Firm won an appeal for his client the trustee in the matter Bergland v. Isch, C077965. In this trust matter, Freedman Law Firm represents the successor trustee, Harry Bergland, of a trust which distributed the trust assets in equal shares to three children of the settlors. One of the children, Rudolf V. Isch, was named the trustee but was removed due to self-dealing and failing to account. Rudolf V. Isch, the removed trustee ultimately settled the claims against him but failed to pay the full amount of the settlement. The settlement called for a stipulated judgment which was entered by the court, and our client Harry Bergland, the successor trustee commenced enforcement proceedings to collect the judgment. Isch brought a motion to set aside the judgment and to otherwise seek claims such as set-off against the judgment. Our client prevailed against Isch in the Sacramento Superior Court, but Isch filed an appeal. The 3rd District Court of Appeals affirmed the Sacramento County Superior Court decision.

See the full decision HERE.

On May 16, 2017, Michael will be a presenter at the 2-day seminar, "Probate Boot Camp" presented by NBI. Michael will present a 1-hour course on probate litigation. This seminar is a definitive guide to the probate process in California and is designed for attorneys, accountants, CPAs, enrolled agents, Certified Financial Planners, Trust Officers and Administrators. The course gives 12 hours of CLE credits to lawyers, as well as credits to financial planners, CPAs, international association of continuing education training, and professional achievement in continuing education. The entire seminar will cover courses in administration of the probate estate, duties of the personal representative, marshalling and valuing assets, handling creditor's claims, spouse's elective share, ethics, post-mortem planning, trust administration and tax, impact of bankruptcy, probate litigation, closing the probate estate.

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