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Probate

Feb. 10, 2020

‘Tell me what you want, what you really, really want’: Placencia v. Strazicich

In a case of first impression, the California 4th District Court of Appeal recently held that a decedent’s will can be evidence to defeat the statutory presumption of a right of survivorship to a joint tenancy account.

Denise E. Chambliss

Partner
Baker & Hostetler LLP

Email: dchambliss@bakerlaw.com

Ariel G. Siner

Associate
Hoge, Fenton, Jones & Appel, Inc.

Email: ariel.siner@hogefenton.com

VAriel is a member of the firm's Trust and Estate Practice Group. Chambliss and Siner maintain offices in San Jose and Pleasanton.

In a case of first impression, the California 4th District Court of Appeal held in Placencia v. Strazicich, 42 Cal. App. 5th 730 (2019), that a decedent's will can be evidence to defeat the statutory presumption of a right of survivorship to a joint tenancy account. The Placencia case is another resource for litigators on the modern tren...

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