Jeffrey Galvin (Downey Brand LLP): Daughter Liable for Interfering with Stepmother’s Inheritance

Jeffrey Galvin, of Downey Brand LLP, discusses Gomez v. Smith (2020) ___ Cal.App.5th ___, published in JD Supra. The summary is as follows:

Intentional interference with expected inheritance (IIEI) was recognized as a legal claim in California about eight years ago in Beckwith v. Dahl (2012) 205 Cal.App.4th 1039.  Last week, the Court of Appeal issued the first published opinion in California that affirms a judgment in favor of a plaintiff on an IIEI claim, thus providing guidance to trial judges and lawyers about what evidence is sufficient to sustain such claims.

To see the full article, click: Daughter Liable for Interfering with Stepmother’s Inheritance

To download the full opinion, click Gomez v. Smith (September 22, 2020).

Posted by Elise Kim, Managing Associate Editor, Wealth Strategies Journal.

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