Morgan

Morgan v. Superior Court of Orange Cnty.

Good Law
23 Cal. App. 5th 1026·233 Cal. Rptr. 3d 647
Court of Appeal of CaliforniaMay 29, 2018G055377California4,352 words

Opinion

lead Opinion

Fybel, J.

*1029 INTRODUCTION

The Probate Code provides that a trust's provisions may not absolve a trustee from liability due to intentional misconduct, gross negligence, or reckless indifference. The trust instrument here purports to allow the former trustee to withhold from a successor trustee all of his or her communications with legal counsel. Consistent with statute and case law, we hold a trust may not allow a former trustee to withhold from a successor trustee all communications between that former trustee and the trust's legal counsel. The attorney-client privilege vests in the office of the trustee, not in any particular person. A provision permitting a trustee to withhold documents from a successor trustee violates public policy and is unenforceable. Allowing a former trustee to withhold from a successor trustee communications with the trust's former legal counsel would permit a trustee to intentionally (or with gross negligence or reckless indifference) violate duties with no check on his or her conduct.

The trial court ordered the former trustee to turn over specified communications with the trust's former legal counsel to the successor trustees and their current legal…

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