Lawwly

Estate of Huston

California Court of Appeal

60 Cal.Rptr.2d 217 (1997)

Relevant factsFree

Huston's power of attorney expressly prohibited her attorney-in-fact Amberg (plaintiff) from making gifts to himself, yet Amberg directed the purchase of a $90,000 annuity payable to himself upon her death, which he later sought to claim as executor after discovering its beneficiary terms would otherwise pass it to the estate's residuary beneficiaries, including niece Mary Deonne Greene (defendant); despite evidence Huston knew of and consented to the purchase, the trial court held the estate should hold the annuity in a resulting trust for Amberg's benefit.

IssueFree

Whether the authority to make a gift under a power of attorney must be expressly authorized.

Unlock the full brief

Free accounts read 20 full briefs. No card required.

Related cases