Ballotscope

Judges & legal officers · Court of Appeal, Second Appellate District retention

Justice Helen Zukin

judge18 sources, dated 2025-02-27 – 2026-10-14· last searched 2026-10-29

Presiding Justice, Second District, Division Four

Overview

Synthesized 2026-10-29 in an operator-run Claude session from 17 sources dated 2025-02-27 to 2026-10-14. Machine-written; numbers link to the sources below.

Zukin has presided over Division Four since June 2025, after two years as an associate justice and five on the LA Superior Court; before that she was a plaintiffs' product-liability lawyer 16,12,11. LAist reports a 2025 JNE rating of "exceptionally well qualified" 3. From October 2024 to October 2026 she authored 7 published opinions in 5 cases, all civil, and wrote no dissents or concurrences 14. Her opinions read statutes closely and leave policy to the Legislature: a deputy who proved retaliation but lost to the County's same-decision defense could not recover fees 10; a named trustee may petition in probate 13; a non-buyer spouse cannot sue under the lemon law, but an insurance payout cannot cut the buyer's restitution 9,8; California exemption law governs collection against an out-of-state debtor 6. In August 2026, her most recent, she fined a lawyer for baseless bias accusations against a trial judge 5. DSA-LA and the cahighways blog lean retain; Reform California says do not retain, giving no reason 15,2,1.

Record

Stated positions

Praise & support

  • Rated "exceptionally well qualified" in the 2025 State Bar evaluation, as LAist reports. — LAist3
  • Retain: no misconduct, a sanctions opinion defending trial judges, and past leadership of the State Bar's judicial-evaluation commission. The blog attributes these facts to 'Google AI.' — cahighways.org (Daniel Faigin)2
  • Probably yes: a plaintiff-side career suing corporations over defective products. — DSA-LA1

Criticism & concerns

  • Do not retain (no reason given; same advice for all but three Second District justices). — Reform California15

What we could not find

Questions to consider

Analysis of their legal writing and words

Written 2026-10-29 in an operator-run Claude session from 5 primary texts5,6,8,10,13. An evaluative machine reading: check each point against its quoted evidence.

Coverage: Systematic sample by a fixed rule: from the court's published-opinion listings (Oct 2024 to Oct 2026), her separate opinions newest first (up to 3; she wrote none), then her most recent authored opinions, five texts in all, counted by case. Five authored published opinions, Feb. 2025 to Aug. 2026: an attorney-sanctions opinion (S1, Bespalov), a judgment-collection appeal (S2, Bagby), a lemon-law appeal stored with its modification and publication orders (S3, Towns), a whistleblower attorney's-fee appeal (S4, Lampkin), and a probate standing appeal (S5, Tarlow). All civil and unanimous. These five are every case on her listing. No criminal cases, dissents, speeches, or interviews.

Text-first and record-bound. She reads statutory terms as written ('buyer,' the restitution formula, 'successful action,' 'entitled to distribution'), lets the statute invoked define standing and remedies, and declines to add exceptions or import rules from other statutes (S3, S4, S5). She checks readings against purpose and absurd-results canons (S2) and treats precedent as limited to what it decided (Patel in S3, Harris in S4). Policy choices go to the Legislature even when she calls the other side's policy rational (S4). She holds parties to burdens of proof and forfeiture (S2, S3) and sanctions lawyers who accuse judges of bias without evidence (S1). Outcomes do not run one way: a consumer won full restitution while the non-buyer spouse lost standing (S3); a creditor beat a debtor's exemption claims (S2); a deputy who proved retaliation lost his fee award to the County (S4); a trustee won standing against the beneficiaries (S5). The sample is too small for an ideological label.

In their words: Opinions do not describe the author. The closest statement is institutional: 'We are bound to protect the integrity of the courts.' (S1).

Articulation: StrongConsistency: Adequate

Articulation. Prepared texts only. Each opinion opens by stating the question and the answer in a few sentences (S3, S4, S5), lays out the governing test, and answers each argument in turn. Statutory reasoning is concrete: S2 traces the 1982 life-insurance exemption scheme; S4 gives four distinct reasons Harris does not govern. She tests the opposing side's policy argument rather than dismissing it ('the argument that full recovery would be a windfall for Towns and Johnson cuts both ways,' S3; extending Harris 'would be a rational policy choice,' S4). One slip: the Towns opinion's footnote 5 put the 2018 events in 2023, corrected by the modification order filed with it (S3).

Consistency. Five cases on unrelated subjects, so no single position can be compared over time. Method is uniform across 18 months: the statute invoked defines the right (S3, S4, S5), precedent is limited to the question it decided (Harris in S4, July 2025; Patel in S3, January 2026, citing the same McConnell rule), and arguments not raised below or raised first on reply are forfeited (S2, S3). No shifts found.

Positions

Stated principles (4)
  • Read precedent for what it decided, not for passing remarks.

    “Cases are not authority for propositions not considered or issues not presented by their own particular facts.”82026-01-16
    “The trial court’s reading stretched Patel too far”82026-01-16
  • Policy choices belong to the Legislature, even when the rejected reading is a reasonable one.

    “We understand why extending Harris would be a rational policy choice. Nevertheless, it is not our role to make that choice.”102025-07-08
  • Substance over labels and form.

    “This argument elevates the label over the substance of the claim.”82026-01-16
    “we decline to adopt a rule that elevates form over substance in this way.”62026-02-17
  • Avoid readings that make part of a statute ineffective.

    “But we do not believe the Legislature intended to render ineffective the provisions of section 704.100 that permit collection of insurance policy loan value by rendering that loan value uncollectible as a practical matter.”62026-02-17

Notable rhetoric

Limits: Published opinions are a minority of a justice's work; most decisions are unpublished, and opinions she joined but did not write are excluded. Opinions are panel products, and the text may not be hers alone. All five cases are civil, so nothing shows her approach to criminal law or constitutional rights, and with no separate opinions nothing shows how she writes in disagreement.

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Timeline

Newest first. Dated events reported by the sources, plus when each source was published.

  1. Retention election — California Secretary of State
  2. Published: DSA-LA 2026 General Election Voter Guide — Democratic Socialists of America, Los Angeles
  3. Published: November 2026 General Election Ballot Analysis (IV): Judicial Offices — cahighways.org (Daniel Faigin)
  4. Published: 2026 election: Court of Appeal justices on the LA and Orange County ballot — LAist
  5. Recusal request in Doe v. David sent to her — cahighways.org (Daniel Faigin)
  6. Published: List of Judicial Candidates with Headings and Ballot Questions, General Election November 3, 2026 — California Secretary of State
  7. A Company Hungary KFT v. Bespalov (B336640A) filed — Judicial Branch of California
  8. Published: A Company Hungary KFT v. Bespalov, B336640A (2d Dist., Div. 4, 8/4/26), sanctions opinion by Zukin, P. J. — California Court of Appeal, Second Appellate District
  9. Sanctions opinion filed (published) — California Court of Appeal, Second Appellate District
  10. Authored opinion imposing $1,000 sanction on an attorney — cahighways.org (Daniel Faigin)
  11. Published: Bagby v. Davis (B333649, 2026-02-17; opinion by Helen Zukin) — California Court of Appeal, Second District, Division 4
  12. Opinion filed in Bagby v. Davis (B333649), affirming — California Court of Appeal, Second District, Division 4
  13. Bagby v. Davis (B333649) filed — Judicial Branch of California
  14. Towns v. Hyundai (B324360N) filed — Judicial Branch of California
  15. Towns v. Hyundai (B324360M) filed — Judicial Branch of California
  16. Published: Towns v. Hyundai Motor America (B324360M, 2026-01-16; opinion by Helen Zukin) — California Court of Appeal, Second District, Division 4
  17. Order modifying Towns v. Hyundai opinion and denying rehearing — California Court of Appeal, Second District, Division 4
  18. Published: Towns v. Hyundai Motor America (B324360N, 2026-01-20; opinion by Helen Zukin) — California Court of Appeal, Second District, Division 4
  19. Order publishing the entire Towns v. Hyundai opinion — California Court of Appeal, Second District, Division 4
  20. Order modifying opinion and denying rehearing — California Court of Appeal, Second District, Division 4
  21. Published: Towns v. Hyundai Motor America, B324360 (2d Dist., Div. 4, 12/22/25), opinion by Zukin, P. J. — California Court of Appeal, Second Appellate District
  22. Opinion filed (partially published) — California Court of Appeal, Second Appellate District
  23. Towns v. Hyundai (B324360) filed — Judicial Branch of California
  24. Original Towns v. Hyundai opinion filed — California Court of Appeal, Second District, Division 4
  25. Lampkin v. County of Los Angeles (B336806) filed — Judicial Branch of California
  26. Published: Lampkin v. County of Los Angeles (B336806, 2025-07-08; opinion by Helen Zukin) — California Court of Appeal, Second District, Division 4
  27. Court of Appeal reverses fee and cost awards — California Court of Appeal, Second District, Division 4
  28. Published: Commission Confirms Appointments to Appellate Court in Los Angeles — California Courts Newsroom
  29. Confirmed as Presiding Justice — California Courts Newsroom
  30. Published: Governor Newsom announces judicial appointments 5.7.25 — Office of Governor Gavin Newsom
  31. Nominated as Presiding Justice — Office of Governor Gavin Newsom
  32. Published: Estate of Tarlow (B333665, 2025-02-27; opinion by Helen Zukin) — California Court of Appeal, Second District, Division 4
  33. Opinion certified for publication — California Court of Appeal, Second District, Division 4
  34. Estate of Tarlow (B333665) filed — Judicial Branch of California
  35. Opinion filed (unpublished) — California Court of Appeal, Second District, Division 4
  36. Became Presiding Justice — California Courts of Appeal
  37. Trial court awards Lampkin $400,000 in attorney's fees — California Court of Appeal, Second District, Division 4
  38. Joined Court of Appeal — California Courts of Appeal
  39. Jury special verdict: retaliation shown, same-decision defense established, no damages — California Court of Appeal, Second District, Division 4
  40. Appointed to LA Superior Court — California Courts of Appeal

Official text & analysis

[2] 23 days ago

November 2026 General Election Ballot Analysis (IV): Judicial Offices

cahighways.org (Daniel Faigin)voter guideSupports

Blogger Daniel Faigin recommends Retain (Yes) for Zukin, relaying a 'Google AI' summary: no misconduct; an August 2026 opinion she wrote sanctioning a lawyer $1,000 for unsupported bias accusations; her past chairing of the State Bar's JNE Commission; and a September 2026 recusal request in Doe v. David.

  • Conclusion: Retain (Yes).
  • Cites her August 2026 sanctions opinion against a lawyer who "accused a lower trial judge of bias without evidence."
  • Says a recusal request in Jane Doe v. Alkiviades David (Sept. 2026) does not imply wrongdoing.
Facts, claims & caveats
Recommendation
Retain
  • The blog says such recusal requests are common procedural maneuvers.

Limits: Content attributed to 'Google AI' with no primary sourcing; the recusal request is not corroborated in our sources.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-28.

[3] 29 days ago

2026 election: Court of Appeal justices on the LA and Orange County ballot

LAistvoter guideNeutral

LAist explainer on Court of Appeal retention races; its Second District roster lists Helen Zukin with a 2025 State Bar evaluation rating of "Exceptionally well qualified" and appointment by Gov. Newsom. No individual discussion.

  • LAist lists the State Bar (JNE) evaluation rating (2025) as "Exceptionally well qualified".
  • Retention questions are yes/no; per a state analysis LAist cites, no California appellate justice has lost a retention election since the system began in the 1930s.
  • Appellate justices sit on three-member panels reviewing lower-court decisions; they do not retry facts.
Facts, claims & caveats
State Bar evaluation rating (2025)
Exceptionally well qualified
Appointed by
Gov. Gavin Newsom
  • Bill Raftery of the National Center for State Courts says retention elections were meant as voters' chance to remove someone "bad at their job."

Limits: General explainer; one-line entry per justice, no analysis of rulings. The rating is as LAist reports it; the underlying JNE report is not in our sources.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[4] 2 months ago

List of Judicial Candidates with Headings and Ballot Questions, General Election November 3, 2026

California Secretary of Stateofficial analysisRecord

Official certified list of judicial contests for Nov. 3, 2026; confirms Presiding Justice Helen Zukin (Division Four) is on the Second District retention ballot.

  • Ballot question: "Shall Presiding Justice HELEN ZUKIN be elected to the office for the term provided by law?"
Facts, claims & caveats
Office
Presiding Justice, Court of Appeal, Second District, Division Four
Contest type
Retention (yes/no)

Limits: A ballot listing only; says nothing about the justice's record or qualifications.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[15]Undated

Reform California voter guide: Los Angeles County

Reform Californiavoter guideOpposes

Conservative group Reform California's LA County slate recommends DO NOT RETAIN for Helen Zukin, as it does for nearly every Second District justice (retain only Chavez, Rothschild, Yegan). No reasons are given for any justice.

  • Recommendation: Helen Zukin — DO NOT RETAIN.
  • Same recommendation for all but three of the listed Second District justices.
Facts, claims & caveats
Recommendation
Do not retain
  • Reform California recommends voters not retain this justice.

Limits: A partisan slate card with no stated rationale specific to this justice.

Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-28.

[17]Undated

Official Voter Information Guide: Second District Court of Appeal justices

California Secretary of Stateofficial analysisNeutral

Secretary of State voter-guide index of Second District justices on the ballot; lists Helen Zukin under Division Four and links to court biographies. Contains no evaluation.

  • Lists Helen Zukin among the Division Four justices on the ballot.
Facts, claims & caveats
Division
Division Four

Limits: Navigation page; no substantive information beyond the listing.

Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

Endorsements

[1] 16 days ago

DSA-LA 2026 General Election Voter Guide

Democratic Socialists of America, Los AngelesendorsementSupports

DSA-LA's guide places Zukin among justices with "mostly inoffensive pre-appointment careers" whom voters "should probably vote yes on," noting she represented plaintiffs suing corporations for defective products.

  • DSA-LA: Zukin "specialized in plaintiff side civil legislation, suing corporations for shoddy products."
Facts, claims & caveats
Recommendation
Probably yes
  • DSA-LA says voters should probably retain justices in this group unless they know something adverse.

Limits: Based solely on pre-appointment career; no ruling discussed.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-28.

Voting & decision record

[14]Undated

Published opinions by Helen Zukin, October 2024 to October 2026 (courts.ca.gov listings)

Judicial Branch of Californiadecision recordRecord

Census of Zukin's published opinions, Oct. 2024 to Oct. 2026, from courts.ca.gov listings: 7 authored, 0 dissents or concurrences. All seven are civil; three entries are one case, Towns v. Hyundai (original, modification, publication order).

  • 7 authored published opinions; 0 separate opinions.
  • Distinct cases: A Company Hungary v. Bespalov (attorney sanctions, 2026), Bagby v. Davis (judgment collection, 2026), Towns v. Hyundai (lemon law, 2025-26), Lampkin v. County of Los Angeles (2025), Estate of Tarlow (probate, 2025).
  • Covers published opinions only; most appellate decisions are unpublished.
Facts, claims & caveats
Authored published opinions
7 (5 distinct cases)
Dissents/concurrences
0
Period
October 2024 to October 2026
Division
Second Appellate District, Division 4
  • Authorship was read from each opinion's signature block, according to the listing.

Limits: Published opinions only, and only those she signed as author; it omits unpublished opinions and opinions she joined. Listing counts include repeat entries for one case.

Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

Cases, opinions & briefs

[5] 2 months ago

A Company Hungary KFT v. Bespalov, B336640A (2d Dist., Div. 4, 8/4/26), sanctions opinion by Zukin, P. J.

California Court of Appeal, Second Appellate Districtcourt opinionRecord

Published opinion by Zukin (Mori, Tamzarian concurring) holding attorney Jeremiah Reynolds in direct contempt and fining him $1,000 for 26 unsupported accusations of trial-judge bias in appellate briefs; published "as a warning."

  • Opening: "An adverse ruling is not evidence of judicial bias. And lawyers may not accuse a judge of bias without evidence."
  • Found counsel's apology "immediately qualified and tacitly retracted" by defending his conduct.
  • Ordered the opinion forwarded to the State Bar; merits resolved in a separate unpublished opinion.
Facts, claims & caveats
Case
A Company Hungary KFT v. Bespalov, B336640A
Sanction
$1,000 contempt fine
Author
Zukin, P. J.

Limits: A sanctions ruling on lawyer conduct, not a merits decision.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[6] 8 months ago

Bagby v. Davis (B333649, 2026-02-17; opinion by Helen Zukin)

California Court of Appeal, Second District, Division 4court opinionRecord

Published opinion by Zukin (Collins, Tamzarian concurring) affirming an order letting a judgment creditor levy on a Florida-resident debtor's IRAs: California exemption law governs collection in California courts, and a voluntarily surrendered life insurance policy is treated as matured, so its proceeds are exempt only if needed for support.

  • Holds claims of exemption are decided under the law of the forum state, following Division Four's 1977 DeLotel decision; the debtor's domicile is irrelevant.
  • Funds in an account are intangible and located wherever the court has jurisdiction over the custodian; the debtor never contested jurisdiction over LPL.
  • New rule: a voluntarily surrendered life insurance policy is treated as matured, because treating it as unmatured would make the creditor's statutory right to loan value uncollectible.
  • The debtor failed to prove the source plan was designed and used for retirement: he borrowed about a third of its single asset and let another third go to unpaid interest, without explanation.
  • Several arguments (funds located in South Carolina, writ expiration, tax holdback) held forfeited for not being raised below.
Facts, claims & caveats
Case
Bagby v. Davis, B333649 (2d Dist., Div. 4)
Outcome
Order affirmed
Judgment being collected
$5 million default judgment
Panel
Zukin, P. J. (author); Collins, J.; Tamzarian, J.
Debtor's reported income
more than $500,000 per year (trial court finding)
  • The court holds that California law applies to collection actions in California courts regardless of where the debtor lives.
  • The court reasons the Legislature did not intend to render insurance loan value 'uncollectible as a practical matter.'
  • The court declined to adopt a rule that 'elevates form over substance' on the 30-day hearing deadline.

Limits: One debt-collection case between two attorneys, the fourth appeal in their dispute; the court asked for supplemental briefing on the life-insurance point itself. Says nothing about later review.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[7] 9 months ago

Towns v. Hyundai Motor America (B324360M, 2026-01-16; opinion by Helen Zukin)

California Court of Appeal, Second District, Division 4court opinionRecord

Order by the Zukin panel (Zukin, Collins, Tamzarian) modifying the December 22, 2025 Towns v. Hyundai opinion and denying Hyundai's rehearing petition, with the unmodified opinion attached. The only change corrects three dates in footnote 5 from 2023 to 2018; the judgment is unchanged.

  • Corrects footnote 5 dates (May 30 and April 11) from 2023 to 2018, the year of the events.
  • Hyundai's petition for rehearing denied; no change in judgment.
  • The attached opinion (by Zukin) holds a non-buyer spouse lacks standing under the Song-Beverly Act and that an insurance payout cannot offset statutory restitution.
Facts, claims & caveats
Case
Towns v. Hyundai Motor America, B324360
Order
Opinion modified, rehearing denied, no change in judgment
Corrected damages award (in attached opinion)
$24,085.83

Limits: A clerical correction of an opinion already in our sources; it adds nothing on the merits.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[8] 9 months ago

Towns v. Hyundai Motor America (B324360N, 2026-01-20; opinion by Helen Zukin)

California Court of Appeal, Second District, Division 4court opinionRecord

The same January 16, 2026 modification order in Towns v. Hyundai, plus a separate order that day publishing the whole opinion, including the formerly unpublished holding that Song-Beverly obligations arise from the statute, not contract, so prejudgment interest is available under Civil Code section 3288.

  • Publication ordered on requests from Cynthia E. Tobisman of Greines, Martin, Stein & Richland (plaintiffs' appellate counsel) and Jordan G. Cohen.
  • Newly published part: the claim was 'governed by statute, not contract, from beginning to end,' so section 3288 interest applies.
  • Rejects Hyundai's argument that a breach-of-warranty label makes the claim contractual, saying it 'elevates the label over the substance.'
  • Several Hyundai arguments raised first on reply held forfeited.
Facts, claims & caveats
Case
Towns v. Hyundai Motor America, B324360
Order
Entire opinion certified for publication, 2026-01-16
Disposition
Affirmed in part, reversed in part; damages $24,085.83 plus prejudgment interest and $18,749.84 civil penalty
  • The court found good cause to publish after a request from Cynthia E. Tobisman of Greines, Martin, Stein & Richland, and Jordan G. Cohen.

Limits: Duplicates the opinion already stored; its only new content is the publication order.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[9] 10 months ago

Towns v. Hyundai Motor America, B324360 (2d Dist., Div. 4, 12/22/25), opinion by Zukin, P. J.

California Court of Appeal, Second Appellate Districtcourt opinionRecord

Partially published opinion by Zukin (Collins, Tamzarian concurring) in a Song-Beverly lemon-law case: a non-buyer spouse lacks standing, and an insurance payout after the car was totaled may not offset the manufacturer's restitution.

  • Held the trial court "stretched Patel too far"; the Act lets only a "buyer" sue, and the record did not support a "de facto buyer."
  • Applied Niedermeier: the statutory restitution formula has no exception for insurance payments; damages corrected to $24,085.83.
  • Unpublished part: prejudgment interest available under Civ. Code § 3288 because the obligations arise from the Act, not contract.
Facts, claims & caveats
Case
Towns v. Hyundai Motor America, B324360
Disposition
Affirmed in part, reversed in part, remanded
Author
Zukin, P. J.

Limits: Mixed outcome for each side; one consumer-warranty case.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[10] 15 months ago

Lampkin v. County of Los Angeles (B336806, 2025-07-08; opinion by Helen Zukin)

California Court of Appeal, Second District, Division 4court opinionRecord

Zukin's unanimous opinion reverses a $400,000 attorney's-fee award and costs to a sheriff's deputy who proved whistleblower retaliation but lost to the County's "same-decision" defense. It holds a plaintiff who obtains no relief has not brought a "successful action" under Labor Code section 1102.5(j), and declines to extend the Supreme Court's FEHA decision in Harris v. City of Santa Monica.

  • The jury found Deputy D'Andre Lampkin's protected activity was a factor in LASD's actions but that LASD would have acted the same anyway, so no damages.
  • Harris is distinguished: different procedural posture, FEHA's discretionary prevailing-party fee clause, and section 1102.6's "complete set of instructions."
  • Follows Ververka (2024), the only case on the effect of a section 1102.6 defense.
  • The County, not Lampkin, is the prevailing party for costs under Code Civ. Proc. section 1032.
  • Says extending Harris "would be a rational policy choice" but leaves it to the Legislature.
Facts, claims & caveats
Case
Lampkin v. County of Los Angeles, B336806 (2d Dist., Div. 4)
Disposition
Fee and cost awards reversed; judgment for the County
Reversed awards
$400,000 attorney's fees; $52,043.65 costs
Panel
Zukin, P. J.; Mori, J., and Garcia Uhrig, J. (assigned), concurring
  • Lampkin argued Harris should apply because FEHA and the whistleblower statutes share purposes; the trial court had agreed.
  • The County argued it is the prevailing party because Lampkin obtained no relief.

Limits: One statutory fee question; the opinion does not decide whether the deputy's underlying accusations were true. It does not say whether review was sought.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[13] 20 months ago

Estate of Tarlow (B333665, 2025-02-27; opinion by Helen Zukin)

California Court of Appeal, Second District, Division 4court opinionRecord

Zukin's opinion (as Acting Presiding Justice, unanimous) holds that a trustee named in a will has standing under Probate Code section 11700 to petition for a determination of who is entitled to the estate, reversing a demurrer ruling against trustee David Simon. Filed unpublished Feb. 20, 2025, and certified for publication on the court's own motion Feb. 27.

  • A trustee named in a will is a "devisee" and so a "person claiming to be . . . entitled to distribution" under section 11700.
  • Standing is defined by the statute invoked; section 48's "interested person" definition does not apply because that term is not in section 11700.
  • A presumption that a beneficiary's disclaimer is valid cannot be applied on demurrer; the disclaimer's validity goes to the merits, not standing.
  • The court expressly expresses no view on the disclaimer or on the beneficiary's $100,000 purchase of a charity's remainder interest, and remands.
Facts, claims & caveats
Case
Estate of Tarlow, B333665 (2d Dist., Div. 4), Los Angeles County
Disposition
Order sustaining demurrer reversed; remanded
Panel
Zukin, Acting P. J.; Mori, J., and Daum, J. (assigned), concurring
Amount at stake
Trust share valued at more than $20 million
  • The beneficiaries argued the disclaimer is presumed valid and that a trustee has standing only if representing a beneficiary's pecuniary interest; the court rejected both on the pleadings.

Limits: Decides standing only; the merits of the disclaimer and the remainder-interest sale remain for the trial court. A related appeal (B334406) is not covered.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

News & other

[11] 16 months ago

Commission Confirms Appointments to Appellate Court in Los Angeles

California Courts NewsroomnewsNeutral

Judicial Council release: the Commission on Judicial Appointments unanimously confirmed Zukin as Presiding Justice of Division Four on June 24, 2025.

  • Unanimous vote of Chief Justice Guerrero, AG Bonta and Presiding Justice Gilbert.
Facts, claims & caveats
Vote
Unanimous

Limits: No account of hearing testimony.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[12] 18 months ago

Governor Newsom announces judicial appointments 5.7.25

Office of Governor Gavin NewsomnewsNeutral

Governor's release nominating Associate Justice Zukin as Presiding Justice of Division Four, succeeding Brian Currey, with career dates and party (Democrat).

  • Associate Justice in Division Four since 2023; LA Superior Court judge 2018-2023; Kiesel Law partner 2006-2018; solo practice 1995-2006.
Facts, claims & caveats
Vacancy
Retirement of Presiding Justice Brian Currey
Party
Democrat

Limits: Biographical announcement only.

Date stated in the document. Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.

[16]Undated

Presiding Justice Helen Zukin

California Courts of AppealotherRecord

Court biography: on the Court of Appeal since July 2023, Presiding Justice of Division Four since 2025; LA Superior Court judge 2018-2023; earlier a plaintiffs' complex-litigation lawyer (toxic torts, pharmaceutical and device, product liability).

  • Helped establish LA Superior Court's Judicial Mentor Program; co-chairs the Appellate Judicial Mentor Program.
  • Former chair of the State Bar's Commission on Judicial Nominees Evaluation (JNE) and of several judicial-selection panels; former president of the Los Angeles Ethics Commission.
  • Partner at Kiesel Law (2010); former board member of Consumer Attorneys Association of Los Angeles.
Facts, claims & caveats
Court
Second District, Division Four (Presiding Justice)
Awards
LACBA 2025 Philip H. Lam Diversity Impact Award; 2025 Armenian Bar Association Judges Night Award

Limits: Self-presented official biography; no evaluation of her rulings.

Summary written 2026-10-29 in an operator-run Claude session. Link checked 2026-10-29.