Panel Affirms Estate Adviser’s Demurrer To UCL Claim For Reducing Inheritance

(June 26, 2023, 9:57 AM EDT) -- LOS ANGELES — A California appellate panel affirmed a trial court’s judgment sustaining an estate adviser and her company’s demurrer to a lawsuit against them for violating California’s unfair competition law (UCL) by reducing the inheritance adult children received based on the preparation of a trust for their deceased father after finding that the children failed to allege an economic injury, and dismissed the appeal against another financial adviser....