Haun v. Pagano

CourtCalifornia Court of Appeal
DecidedFebruary 18, 2026
DocketD084385
StatusPublished

This text of Haun v. Pagano (Haun v. Pagano) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Haun v. Pagano, (Cal. Ct. App. 2026).

Opinion

Filed 2/18/26 CERTIFIED FOR PUBLICATION

COURT OF APPEAL, FOURTH APPELLATE DISTRICT

DIVISION ONE

STATE OF CALIFORNIA

THEODORE HAUN, as Trustee, etc., D084385

Plaintiff and Respondent,

v. (Super. Ct. No. 37-2020- 00018288-PR-TR-CTL) KELLY PAGANO et al.,

Defendants and Appellants.

APPEAL from a judgment of the Superior Court of San Diego County, Kevin A. Enright, Judge. Affirmed. Law Offices of John Murphy, III, John Murphy; Williams Iagmin, Jon R. Williams, and Thomas E. Robertson for Defendants and Appellants. Higgs Fletcher & Mack, John Morris, and Steven M. Brunolli for Plaintiff and Respondent.

The question presented in this appeal is whether an award of attorney’s fees under a unilateral fee-shifting provision, Welfare and Institutions Code

section 15657.5, subdivision (a)1, for a successful financial elder abuse claim

1 Subsequent undesignated statutory references are to the Welfare and Institutions Code. was improper because the petitioner in the probate case was also the cross- respondent in an unsuccessful competing claim for elder abuse. Relying primarily on this court’s decision in Carver v. Chevron U.S.A., Inc. (2004) 119 Cal.App.4th 498 (Carver), the respondents to the original petition, Michael and Kelly Pagano, assert that the unilateral nature of the fee-shifting statute prevented the petitioner/cross-respondent, Theodore Haun, from obtaining an award for any fees related to his defense of their competing elder abuse claim. Further, the Paganos argue that because all of the attorney’s fees for the competing claims were inextricably intertwined and overlapping, Haun should not have been awarded any fees. As we shall explain, we disagree with this interpretation of the statute and relevant case law and affirm the probate court’s judgment. FACTUAL AND PROCEDURAL BACKGROUND This case involves the estate of Charles Frazier. In late 2019, Frazier became very ill and was diagnosed with an aggressive form of cancer. As a result, Frazier, who was 83 years old at the time, became physically impaired and could no longer live independently. On November 15, 2019, Frazier was discharged from the hospital into the care and home of the Paganos, who lived in Escondido. The Paganos, particularly Kelly, provided significant care for Frazier after he was released from the hospital, helping him with

dressing, bathing, and at times toileting.2 During this time, Frazier’s

2 Michael had lived next door to Frazier, whose home was in Hillcrest, for several years before marrying Kelly and moving to Escondido in 2013. Michael and Frazier met in 2011. They had a close friendship and bonded over their military service. Frazier was also close with Kelly, and the Paganos both testified that Frazier was like a grandfather to Kelly’s three children. First names are used only to avoid confusion; no disrespect is intended.

2 nephew, Jeff Frazier, was in contact with him and visited Frazier at the Paganos’ home. On December 3, 2019, at Frazier’s request, the Paganos took him to meet with their estate planning attorney, Steven Bliss, to revise his prior trust. Evidence at trial showed, and the probate court later found, that Frazier only wanted to modify his existing estate plan to remove his estranged biological daughter from his trust documents. The Paganos helped Frazier through the process of drafting a new trust, taking him to Bliss’s office three times, and Kelly completed the necessary paperwork for Frazier. The new trust provided the Paganos would receive a large portion of Frazier’s assets. The trust was executed on December 20, 2019, and Kelly facilitated the transfer of Frazier’s assets to that trust. Over the next week, Frazier’s health continued to decline and the Paganos were no longer able to provide the level of care he needed. On January 6, 2020, at Kelly’s request, Frazier’s oncologist provided a letter of incapacity for him without seeing Frazier in person. On January 8, 2020, the Paganos moved Frazier into a hospice care facility. The following day, Jeff

and Haun, who is also Frazier’s nephew, visited Frazier at the facility.3 Jeff and Haun learned of the new trust for the first time during their visit. Frazier also told his nephews that he did not want to sign the new trust and he felt pressured to do so by the Paganos. Frazier asked his nephews to help him hire a new lawyer to change his estate plan back to its earlier form. Jeff arranged for Frazier to meet with another estate planning attorney, John

3 Jeff’s father was Frazier’s younger brother and Haun’s mother was their sister. Frazier had good relationships with his siblings, and they were the principal beneficiaries of Frazier’s prior trust. Both Jeff and Haun also had relationships with their uncle. Jeff described his relationship with Frazier as a close one, and Frazier and Jeff regularly saw each other. 3 Zarcaro, and Frazier executed a new trust on January 11, 2020, at the care facility. Frazier passed away on January 20, 2020. Just two days later, Kelly filed a civil complaint for damages asserting claims for financial elder abuse under the Elder Abuse and Dependent Adult Civil Protection Act (§§ 15600, et seq.) and seeking injunctive and declaratory relief to settle the Paganos’ rights under the trust executed in December and prevent the sale or transfer of any trust assets. In addition to Jeff and Haun, the Paganos named Zarcaro, and the notary public who witnessed the execution of the final trust as defendants. In their complaint, the Paganos alleged Jeff and Haun had “improperly influenced a vulnerable and cognitively impaired Mr. Frazier into creating a new, revised Living Trust for their personal and financial benefit.” On May 26, 2020, Haun, as trustee of the January 2020 trust, filed a petition in probate court alleging financial elder abuse by the Paganos. The petition sought confirmation that the January 2020 trust was enforceable and demanded the return of any property taken by the Paganos. On June 10, 2020, Kelly filed a competing petition in probate court seeking to settle the parties’ rights under the December 2019 and January 2020 trusts. Kelly again alleged Jeff and Haun had committed financial elder abuse and used undue influence to take Frazier’s property in bad faith for their own financial gain. Kelly’s civil action was stayed, and the two competing probate petitions were tried to the judge in a consolidated proceeding in August and October 2023. The trial lasted eight days and included the testimony of the Paganos, Jeff, Haun, Bliss, Zarcaro, the owner of the hospice care facility where Frazier passed away, several of Frazier’s friends and neighbors, and his oncologist. Haun also presented the testimony of an expert in the field of

4 cognition and decision-making. At the conclusion of the trial, the court took the case under submission. On December 15, 2023, the court convened the parties to issue its ruling from the bench. The probate court began its ruling by stating there was “no question that all four parties[, Haun, Jeff, and the Paganos,] loved and respected” Frazier. The court also found there was no issue with Frazier’s capacity with respect to either the December 2019 or January 2020 trust. The court then set forth the standards for undue influence and noted the extensive role the Paganos, and especially Kelly, played in the preparation of the December 2019 trust, including entirely completing the questionnaire provided by Bliss to prepare the documents. The court pointed to recordings of Frazier’s conversation with his nephews, made with Frazier’s permission and entered into evidence, showing Frazier himself felt pressured into the change. The court also pointed to Bliss’s testimony that he believed there might have been “influence by the Paganos over” Frazier.

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Bluebook (online)
Haun v. Pagano, Counsel Stack Legal Research, https://law.counselstack.com/opinion/haun-v-pagano-calctapp-2026.