Daley v. Weigel CA1/3
Allison Daley Weigel (Allison) appeals a judgment approving a proposed distribution of assets from three family trusts and denying her request to remove and surcharge the trustee, Morris William Daley (Bill or the Trustee). Allison and Bill are beneficiaries of the trusts, along with their brother Thomas Daley (Tom).1 Following a consolidated trial, the court approved Bill’s proposed distribution plan, finding that he had acted in accor
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