Nelson v. Offield CA1/2

BACKGROUND

The Offield Family Olive Offield and Archie Offield, Sr. had four children: Martha Zarcone, Joan Stoneberg, Nancy Nelson, and Archie Offield, Jr. called Duffy.2 Archie and Olive lived in Burlingame, where they raised their children, and where Archie owned an insurance business, which business was located in the Offield Building, a building so named because Archie’s father had built it. Archie and his siblings inherited it, and Archie then bought out his siblings’ shares. The Offield Building is listed as a Burlingame historical site. The Offield Estate Plan In January 1983, Olive and Archie established the Offield Family Trust (Family Trust), a document prepared by the law firm of Carr McClellan, Ingersoll, Thompson & Horn P.C. (Carr McClellan) Under the terms of the

1 Duffy died in 2021, at age 72, after the appeal was filed, and Diane

Offield, the executrix of his estate, substituted in. For clarity and consistency with the briefing, we refer to the appeal as Duffy’s. 2 As is typical in family-based litigation, we refer to the parties by their

first names.

2 Family Trust, the four Offield children were to inherit in equal shares. Dick raised the possibility of…