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  • Newsletter

    California Employment Law Notes

    Employer May Pursue Contractual Interference Claims Against Competitor for Raiding Employees and CustomersGuild Mortg. Co. v. CrossCountry Mortg. LLC, 120 Cal. App. 5th 885 (2026)
     
    “Concrete Injury” Is Not Required To Establish FCRA ViolationAskins v. CRST Expedited, Inc., 120 Cal. App. 5th 1190 (2026)
     
    California Supreme Court Limits Use of CCP § 170.6 Motions to Disqualify JudgesJ.O. v. Superior Court, 19 Cal. 5th 753 (2026)
     
    Former Flight Attendants May Proceed With Religious Discrimination ClaimsBrown v. Alaska Airlines, Inc., 2026 WL 1813213 (9th Cir. 2026)
     
    Another Day, Another AI Hallucination CaseQuinteros v. Harbor Distrib., LLC, 2026 WL 1693424 (Cal. Ct. App. 2026)
     
    Arbitration Agreement Was Not Substantively UnconscionableCocom v. ABM Aviation, Inc., 2026 WL 1793637 (9th Cir. 2026)
     
    After 19 Years of Litigation(!) And a $43 Million Award, Judgment in Escrow Officer Wage Case Is Largely ReversedCortina v. North Am. Title Co., 2026 WL 1506576 (Cal. Ct. App. 2026)

    July 2026

  • Newsletter

    California Employment Law Notes

    California Employment Law Notes - May 2026
    Paknad v. Superior Court, 119 Cal. App. 5th 1256 (2026)
     
    Employer Is Not Presumed To Infer Employee’s Undisclosed Mental Disability
    Husband v. Target Corp., 2026 WL 1430244 (Cal. Ct. App. 2026)
     
    Title VII Accommodation May Cause Non-Monetary “Undue Hardship” To Employer
    Williams v. Legacy Health, 2026 WL 1239760 (9th Cir. 2026)
     
    Law Firm Should Have Been Disqualified From Case After Reviewing Privileged Emails
    Guardian Storage Centers, LLC v. Simpson, 119 Cal. App. 5th 509 (2026)
     
    Nursing Student Could Sue Under FEHA, Deficient Attorney Declaration Should Have Been Excused
    Walton v. Victor Valley Cmty. Coll. Dist., 119 Cal. App. 5th 1164 (2026)
     
    District Court Should Have Enforced Individualized Arbitration Agreements
    O’Dell v. Aya Healthcare Servs., Inc., 171 F.4th 1173 (9th Cir. 2026)
     
    Arbitration Agreement Was Not Substantively Unconscionable
    Santana v. Studebaker Health Care Ctr., LLC, 120 Cal. App. 5th 1 (2026)
     
    Certification Of Class Action Should Not Have Been Denied On Grounds Of Atypicality Of Claims
    Martinez v. Sierra Lifestar, Inc., 119 Cal. App. 5th 1303 (2026)
     
    Employee Who Settled Qui Tam Action Receives Interest On Attorneys’ Fees From Time Of Entry Of Order
    Thrower v. Academy Mortg. Corp., 172 F.4th 703 (9th Cir. 2026)

    May 2026

  • Newsletter

    California Employment Law Notes

    “Nearly Unreadable” Arbitration Agreement May Be Unconscionable
    Fuentes v. Empire Nissan, Inc., 19 Cal. 5th 93 (2026)
     
    Employer’s Roll Out Of Arbitration Agreement During Class Action Litigation Was Ineffective
    Avery v. TEKsystems, Inc., 165 F.4th 1219 (9th Cir. 2026)
     
    Unsuccessful PAGA Claimant Was Properly Denied Standing in Civil Action
    Sorokunov v. NetApp, Inc., 2026 WL 590943 (Cal. Ct. App. 2026)
     
    Resident Property Manager Was Properly Compelled to Vacate Premises Upon Termination of Employment
    De Paolo v. Rosales, 118 Cal. App. 5th Supp. 1 (2026)
     
    Employer That Violates Consumer Reporting Act Is Liable For at Least $10,000 per Violation
    Parsonage v. Wal-Mart Assocs., Inc., 118 Cal. App. 5th 399 (2026)
     
    Cambodian Villagers Could Proceed With Human Trafficking Lawsuit
    Ratha v. Rubicon Resources, LLC, 168 F.4th 541 (9th Cir. 2026) (en banc)

    March 2026

  • Newsletter

    Wealth Management Update

    March 2026 AFRs and 7520 Rate
     
    New York Medical Aid in Dying Act
     
    New California Probate Code §15804: Revised Virtual Representation in California
     
    FINCEN - Residential Real Estate Rule
     
    Update on New York Legislation Allowing Electronic Wills

    March 2026

  • Newsletter

    California Employment Law Notes

    Sexual Orientation Harassment Claim is Immune From Arbitration Under the EFAA
    Quilala v. Securitas Sec. Servs. USA, Inc., 2025 WL 3639429 (Cal. Ct. App. 2025)
     
    Employee’s “Misinterpretation” of the Law Did Not Preclude Recovery on Whistleblower Claim
    Contreras v. Green Thumb Produce, Inc., 116 Cal. App. 5th 1251 (2025)
     
    Plaintiffs Barred From Proceeding Pseudonymously
    Roe v. Smith, 116 Cal. App. 5th 227 (2025)
     
    Three-Year Workplace Violence Restraining Order is Upheld
    County of Los Angeles v. Niblett, 116 Cal. App. 5th 454 (2025)
     
    Case Was Properly Dismissed Under 5-1/2 Year Rule
    Randolph v. Trustees of the Cal. State Univ., 2025 WL 3763384 (Cal. Ct. App. 2025)
     
    Salvation Army Workers May Have Been Volunteers Exempt From Wage/Hour Laws
    Spilman v. The Salvation Army, 2026 WL 35953 (Cal. Ct. App. 2026)
     
    Lower Court Erred in Calculating Unpaid Wages and Assessing Manager’s Liability
    Iloff v. LaPaille, 2025 WL 3718335 (Cal. Ct. App. 2025)
     
    Strip Club Dancer Could Proceed With FLSA Retaliation Claim
    Hollis v. R&R Restaurants, Inc., 159 F.4th 677 (9th Cir. 2025)
     
    Employees Who Rescind Individual Settlement Agreements Might Have to Repay Compensation Received
    The Merchant of Tennis, Inc. v. Superior Court, 2026 WL 102728 (Cal. Ct. App. 2026)
     
    Employer Waived Arbitration by Litigating in Court For More Than Four Years
    Sierra Pac. Industries Wage & Hour Cases, 116 Cal. App. 5th 1038 (2025)
     
    Motion to Compel Arbitration Was Improperly Denied
    Wise v. Tesla Motors, Inc., 2025 WL 3707196 (Cal. Ct. App. 2025)
     
    Arbitrator’s Error in Awarding Attorney’s Fees Did Not Warrant Vacatur
    VIP Mortg. Inc. v. Gates, 162 F.4th 1010 (9th Cir. 2025)
     
    Miscellaneous PAGA Developments

    January 2026

  • Newsletter

    California Employment Law Notes

    Employee Was Wrongfully Terminated After Failing Polygraph Test
    McDoniel v. Kavry Mgmt., LLC, 114 Cal. App. 5th 949 (2025)
     
    COVID-19 Religious Discrimination Claim Was Properly Dismissed
    Detwiler v. Mid-Columbia Med. Ctr., 2025 WL 2700000 (9th Cir. 2025)
     
    Employees Can Proceed With Age Discrimination Claims
    Caldrone v. Circle K Stores, Inc., 2025 WL 2811320 (9th Cir. 2025)
     
    Arbitration Agreement Was Unconscionable
    Gurganus v. IGS Solutions LLC, 2025 WL 2944090 (Cal. Ct. App. 2025)
     
    “Headless” PAGA Claim May Proceed
    Galarsa v. Dolgen Cal., LLC, 115 Cal. App. 5th 1 (2025)
     
    Retired Professional Football Player Is Ineligible For California Workers’ Comp Benefits
    Atlanta Falcons v. WCAB, 114 Cal. App. 5th 1268 (2025)

    November 2025

  • Newsletter

    California Employment Law Notes

    Supreme Court Saves (But Guts) Anti-Arbitration Statute
    Hohenshelt v. Golden State Foods Corp., 18 Cal. 5th 310 (2025)
     
    Employer Not Liable For Co-Worker’s Off-Duty Conduct, But Should Have Better Protected Employee
    Kruitbosch v. Bakersfield Recovery Servs., Inc., 2025 WL 2600238 (Cal. Ct. App. 2025)
     
    Attorney Sanctioned $10,000 For Citing Nonexistent, AI-Generated Legal Authority
    Noland v. Land of the Free, L.P., 2025 WL 2629868 (Cal. Ct. App. 2025)
     
    Ministerial Exception Barred Employee’sDiscrimination Claims
    McMahon v. World Vision, Inc., 147 F.4th 959 (9th Cir. 2025)
     
    City of Las Vegas Did Not Discriminate Against Employee Based On Her Race/Gender
    Lister v. City of Las Vegas, 148 F.4th 690 (9th Cir. 2025)
     
    Prevailing Employee’s Counsel Was Entitled To Attorney’s Fees of $4.9 Million
    Bronshteyn v. Department of Consumer Affairs, 2025 WL 2658416 (Cal. Ct. App. 2025)
     
    Supreme Court Clarifies Employer’s Good Faith Defense To Liquidated Damages Claim
    Iloff v. LaPaille, 18 Cal. 5th 551 (2025)
     
    Employer Properly Calculated Sick Leave For Exempt Employee
    Hirdman v. Charter Commc’ns, LLC, 113 Cal. App. 5th 376 (2025)
     
    Union Employee’s Wage/Hour Claims Were Not Preempted By Federal Law
    Renteria-Hinojosa v. Sunsweet Growers, Inc., 2025 WL 2351203 (9th Cir. 2025)

    September 2025

  • Newsletter

    Wealth Management Update

    August 2025 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    One Big Beautiful Bill Act Signed into Law
     
    PLR 202526004 allows a late ESBT election for a trust that failed to file one, curing an LLC's S election
     
    Colin Markes and Sharon Hart- Corrigan v. Estate of Keith Albert Markes, et al., No. 4D2024-2101 (Fla. 4th DCA 2025)
     
    Jacquelyn Adelson v. Jodi Kalter, etc., No. 3D24-0337 (Fla. 3d DCA 2025)
     
    O'Connor v. Commissioner, T.C. Memo 2025-42

    August 2025

  • Newsletter

    California Employment Law Notes

    Supreme Court Invalidates Heightened Evidentiary Standard For Majority-Group Plaintiffs
    Ames v. Ohio Dep’t of Youth Servs., 605 U.S. ___, 145 S. Ct. 1540 (2025)
     
    Employee’s Indirect Exposure To Harassing Conduct Supported $4 Million Verdict
    Carranza v. City of Los Angeles, 111 Cal. App. 5th 388 (2025)
     
    Employee Who Refused To Return To Work After COVID Was Not Disabled
    Allos v. Poway Unified Sch. Dist., 2025 WL 1864797 (Cal. Ct. App. 2025)
     
    Unsuccessful Whistleblower Was Not Entitled To Recover Attorney’s Fees
    Lampkin v. County of Los Angeles, 2025 WL 1874669 (Cal. Ct. App. 2025)
     
    Arbitration Agreement Was Unconscionable
    Velarde v. Monroe Operations, LLC, 111 Cal. App. 5th 1009 (2025)
     
    “Headless” PAGA Action May Proceed In Court
    CRST Expedited, Inc. v. Superior Court, 2025 WL 1874891 (Cal. Ct. App. 2025)
     
    Decertification Of Class Action Upheld
    Allison v. Dignity Health, 112 Cal. App. 5th 192 (2025)
     
    Defendant Bore Risk Of Loss Due To Fraud When It Wired Settlement Proceeds To Imposter
    Thomas v. Corbyn Restaurant Dev. Corp., 111 Cal. App. 5th 439 (2025)

    July 2025

  • Newsletter

    UK Tax Round Up

    June 2025