McGee v. State Dept. of Health Care Services

C093796

California Court of Appeal, Third Appellate District · Filed

Published · citable

Holding

The court held that the trial court abused its discretion by applying an unduly narrow construction of “special needs” under the trust instrument, thereby disallowing expenditures that fell within the broad, statutory and regulatory definition of a special‑needs trust; consequently, the appellate court reversed the lower court’s sanctions and remanded for a new accounting consistent with the proper, expansive interpretation of the trust’s purpose. ---

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