Fields v. Young CA2/8
Brothers Craig and Daren Fields, appellants and plaintiffs below, are the current co-trustees of their late father Gerald Fields’s trust. Daren became co-trustee in 2019 after he, Craig, and Roberta Geller-Fields, their stepmother and Craig’s former co-trustee, stipulated to a judgment terminating a probate action that Craig had brought against Roberta in 2017.
Following this settlement, Craig and Daren sued Linda Young, respondent and defendant below. Young previously performed bookkeeping and accounting services with respect to trust assets, first for Gerald as trustee, then for Roberta as co-trustee, and finally for Craig and Roberta as co-trustees. Craig and Daren allege that Young breached her fiduciary duty and aided and abetted Roberta’s breach of fiduciary duty vis-à-vis the trust.
Young filed a demurrer to Craig and Daren’s first amended complaint on several grounds.
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