Petition to Establish Special Needs Trust
Case Number
Case Type Trust Hearing Date / Time Mon, 05/04/2026 - 08:30 Nature of Proceedings Petition to Establish Special Needs Trust Tentative Ruling Probate Notes: Appearances required. Any Respondents desirous to object to the Petition, must file a written objection before the 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 issues must be corrected before the petition may be approved: Proposed Order.
Petitioner must submit a proposed order outlining the exact relief requested in the petition. (Local Rule, 1731.) The proposed order submitted on March 13, 2026, fails to comply with code or Rule of Court as follows: The order does not state the SNT will be subject to continuing Court jurisdiction. (CRC, Rule 7.903(b) ["The order creating or approving the funding of a trust funded by court order must provide that the trust is subject to the continuing jurisdiction of the court and may provide that the trust is to be subject to court supervision under the Probate Code."].)
If the documents curing these deficiencies are not processed by 8 a.m. on May 1, 2026, it is recommended that the matter be continued to a date set at the hearing, unless the party appears and requests a different date, or submits a request for a different continuance date prior to the hearing. (Local Rule 1701(b).) If the matter is continued, documents must be submitted at least 10 days prior to the new hearing date to be considered. 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).
Tentative Ruling: Matter of Patricia Youngman Trust Tentative Ruling: Matter of Patricia Youngman Trust
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