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From December 22, 2025 – January 2, 2026, The Superior Court of California, County of Santa Barbara, will reduce phone hours and the public access operating hours of the Clerk’s Offices. For more information, click here.

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Matter of Bradley Block Trust

Case Number

24PR00333

Case Type

Trust

Hearing Date / Time

Mon, 07/15/2024 - 08:30

Nature of Proceedings

Petition to Confirm Validity of Trust

Tentative Ruling

Probate Notes:

Appearances required. 

Any Respondents desirous to object must file a written objection before the next hearing.  The court has authority to require all objectors to file a written objection pursuant CRC, Rule 7.801, or else deem the failure to do so a waiver. 

The following is noted for the Court at the hearing:

Petitioner requests title to several bank accounts be confirmed in the name of the trust, pointing to Schedule A of the trust as evidence of the settlor’s intent to hold said properties in trust.  However, Schedule A of the trust plainly excludes bank accounts with designated beneficiary clauses with the following language:

“All banking, investments, securities, retirement accounts and life insurance policies, unless otherwise given by way of beneficiary.” (Pet. at exh. B, dig. p. 17.)  There are no allegations within the petition that the subject accounts do not have a designated beneficiaries clause. The petition is recommended for denial unless Petitioner submits proof that the subject accounts do not have a designated beneficiaries clause.  Proof may be submitted via verified supplement.

Due to staffing limitations, processing times may be delayed. To assist in processing, attorneys and parties should include the next court date in the “Filing Description” field provided by the electronic service provider. That field is also used for further descriptions of the document being e-filed, so be sure to put the calendar date FIRST in the field – BEFORE any further description of the document being e-filed (e.g.: 06/28/16 For XYZ).

Appearances:

The court is open to the public for court business. The court is also conducting hearings via Zoom videoconference.

Meeting ID: 161 797 5412

Passcode: 8749009

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