Bank of America v. Sloan
This appeal arises out of a dispute involving a trust established by Kenneth and Rachel Goodall for the benefit of their only son, Michael. In the 1990s, the Goodall parents died, and Bank of America assumed responsibilities as trustee of the trust. In 1999, Michael initiated the instant action in San Francisco and petitioned to have Bank of America removed as trustee. The petition was denied. Michael died in 2010, and the Marin County Superior Court appointed appellant Sloan as the administrator of Michael’s estate.
The San Francisco case was inactive for approximately 11 years until 2011 when Bank of America filed two motions: one to confirm the assets of the Goodall Trust and another to determine the trust’s proper beneficiaries. Shortly thereafter, Sloan retained attorney Sam Ware to represent him. The superior court ordered the assets of the Goodall Trust to be distributed to Rachel Goodall’s siblings and a charity, Guide Dogs for the Blind, Inc.
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