Taylor

Taylor v. Bochnewich Law Offices CA2/8

Good Law
Court of Appeal of CaliforniaMarch 9, 2022B308498California3,414 words

Opinion

Opinion

Stratton, J.

BACKGROUND

Armie Isom made a series of estate plans, with each subsequent plan giving appellants less of his estate. The 2009 plan gave appellants his most valuable property on Mission Boulevard. There is some uncertainty about the value of that property, but it appears to have been worth about $2 to $2.5 million at that time. The 2011 plan gave each appellant 25 percent of that property and gave 25 percent to Scarlatelli. The 2013 plan gave appellants $25,000 each and all of the rest of the estate to Scarlatelli. In the action challenging the estate plan, appellants alleged that the estate was worth $60 to $100 million. They sought an accounting from Scarlatelli. The FAC alleged Katz made a settlement offer to Bochnewich while the case was under submission, a period which stretched from November 16, 2016 to January 10, 2017. Appellants alleged they only learned of the offer in March 2019, when Katz mentioned it to their appellate counsel. The FAC does not contain any details of this settlement offer, and does not mention the existence of the January 6, 2017 e-mail from Bochnewich to appellants, or their replies to that e-mail, which later served as the basis for Bochnewich’s…

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