Meiri v. Shamtoubi

Date Filed: July 25, 2022 Case Number: B310619 Court: California Court of Appeal, Second Appellate District, Division Three The court held that a beneficiary’s untimely filing of a petition that seeks to invalidate a trust amendment constitutes a “direct contest” within the meaning of Probate Code section 21310-21311, and that the untimeliness itself satisfies the statutory requirement of lacking probable cause; consequently, the trust’s no-contest clause was properly enforced, and the beneficiary was disinherited as if she had predeceased the trustors without issue. — This case addresses significant issues in California probate law. For the complete analysis, refer to the full opinion.