First Republic Trust co. v. Lund CA2/4
Bradford Lund, the grandson of Walt and Lillian Disney, appeals from rulings by the trial court following a bench trial that centered on opposing claims by Brad and the trustees of three trusts of which he is the primary beneficiary. With respect to one of the trusts, Brad asserts that the trustees improperly exercised their discretion in refusing to make principal trust distributions due to him on his 35th and 40th birthdays. Thus, he argues that the trial court erred in refusing to compel these distributions. He also contends the trial court erred in denying his request to remove the trustees based on alleged breaches of their fiduciary duties and in limiting the scope of related discovery. With respect to the other two trusts, the trial court found Brad adequately exercised his right under the trust instruments to remove and replace the trustee.
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