Orloff

I.

FACTUAL AND PROCEDURAL BACKGROUND

On May 7, 2021, in her capacity as (1) an individual, (2) a beneficiary of two trusts created by Marshall and Ann, and (3) the special administrator of Marshall’s estate, Orloff filed a lawsuit against the following defendants:

1 Unless otherwise indicated, all further statutory references are to the Code of Civil Procedure.

2 Because of overlapping surnames and for the sake of clarity, we refer to certain individuals by their first names. We intend no disrespect by doing so. 2 (1) Weiss; (2) Weiss’s husband, Kenneth Weiss (Kenneth); and (3) Kenneth’s professional corporation. Orloff alleged that she is one of six children of Marshall and Ann, both of whom were successful physicians. Marshall died in 2018, at the age of 91, and Ann died in 2019, at the age of 93. During their lifetimes, Marshall and Ann created the Orloff Family Trust Dated October 3, 1991 (“the Family Trust”) and the Orloff Irrevocable Trust Number One Dated October 5, 2001 (collectively “the Trusts”), designating their children as the beneficiaries of the Trusts. The complaint alleged that Weiss “is a Certified Financial Planner and FINRA licensed registered…