Morgan-Perales v. Savage
Defendant and appellant Boni Savage (Boni),[1] as trustee of the Savage Family Trust (Trust), appeals from a judgment that (1) surcharged her interest in the Trust $195,200 based on her failure to pay rent during a six-year period her family lived in the home that was the Trust’s primary asset; (2) awarded her a diminished portion of the compensation she sought for acting as the Trust’s trustee and as her father’s agent under a durable power of attorney; (3) awarded plaintiff and respondent Lisa Morgan‑Perales attorney fees for challenging Boni’s performance as trustee; and (4) denied Boni the attorney fees she incurred in defending this lawsuit.
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