Petition to Compromise Claim of Disabled Adult
(34) Tentative Ruling
Re: Briscoe v. Veer Hospitality, et al. Superior Court Case No. 22CECG00066
Hearing Date: June 16, 2026 (Dept. 501)
Motion: Petition to Compromise Claim of Disabled Adult
If oral argument is timely requested, it will be entertained on Tuesday, June 23, 2026, at 3:30 p.m. in Department 501.
Tentative Ruling:
To deny without prejudice. In the event that oral argument is requested Daunte Hall is excused from appearing.
Explanation:
The Petitioner and Guardian ad Litem proposes to deposit $1,400,000.00 of the net settlement into an annuity, set to make monthly payments to the proposed special needs trust for 30 years. A total of $485,960.53 is to be transferred into the proposed special needs trust pursuant to Probate Code section 3604. The court generally approves of this arrangement, since this will ensure that receipt of this money will not disqualify Mr. Hall from receiving the public benefits he may now need due to his disabilities.
However, Petitioner must show that she has first filed, with the Probate Department, a Petition under Probate Code sections 3600-3613 to establish and fund the special needs trust. The Probate Court is better suited to confirm that the Trust complies with California Rules of Court, Rule 7.903, to ensure that the notice required by Probate Code section 3611, subdivision (c) is given, and to provide for the ongoing court supervision of the trust.
Once the probate petition has been granted, petitioner can then petition this court for approval of the compromise of the disabled adult’s claim.
Pursuant to California Rules of Court, rule 3.1312(a), and Code of Civil Procedure section 1019.5, subdivision (a), no further written order is necessary. The minute order adopting this tentative ruling will serve as the order of the court and service by the clerk will constitute notice of the order.
Tentative Ruling
Issued By: KCK on 06/15/26. (Judge’s initials) (Date)
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