Lund

FACTS AND PROCEDURAL BACKGROUND

This litigation encompasses five probate cases corresponding to the five trusts at issue. Respondents First Republic Trust Company (FRTC), L. Andrew Gifford, Robert Wilson, and Douglas Strode are co-trustees of two residuary trusts for the benefit of appellant and his twin sister, Michelle Lund.3 FRTC is also the trustee for the Lillian B. Disney Trust fbo Bradford

1We granted appellant’s motion consolidated the appeals for the purposes of briefing, argument, and disposition. 2 All further rule references are to the California Rules of Court unless

otherwise indicated. 3 We refer to members of the Lund family by first name for clarity

because they share a surname; no disrespect is intended. 2 D. Lund, and is the former trustee of two other trusts benefitting appellant (the 1992 trust and the 1986 trust). The residuary trust established for appellant’s benefit provided for distributions of 20 percent of the then-remaining principal balance when appellant reached ages 35, 40, and 45 (the birthday distributions). However, the trust further provided: “Notwithstanding the foregoing, the Trustees shall have the power to withhold any such distribution…