Ziegler v. Nickel, 64 Cal. App. 4th 545 (Cal. Ct. App. 1998). · Go Syfert
Ziegler v. Nickel, 64 Cal. App. 4th 545 (Cal. Ct. App. 1998). Cases Citing This Book View Copy Cite
45 citation events (44 in the last 25 years) across 8 distinct courts.
Strongest positive: Locher & Davis, PLC v. Ruth F. Woller Revocable Trust (iowactapp, 2024-11-13)
Treatment trajectory · 1998 → 2026 · click a year to view as-of
1998 2012 2026
Top citers, strongest first. 15 distinct citers. How cited ↗
discussed Cited as authority (verbatim quote) Locher & Davis, PLC v. Ruth F. Woller Revocable Trust
Iowa Ct. App. · 2024 · quote attribution · 1 verbatim quote · confidence high
a non-attorney trustee who represents the trust in court is representing and affecting the interests of the beneficiary and is thus engaged in the unauthorized practice of law.
discussed Cited as authority (quoted) Jo Ann Hoeppner-Cruz, Plaintiff, v. Robert W Brower, Defendant.
N.D. Cal. · 2025 · quote attribution · 1 verbatim quote · confidence low
a non-attorney trustee who represents 18 the trust in court is representing and affecting the interests of the beneficiary and is thus engaged 19 in the unauthorized practice of law.
discussed Cited as authority (rule) D. Wayne Mayer, Trustee, John J. Stock Trust and Ronald J. Nolle, Trustee, Oscar A. Nolle Trust v. Lindenwood Female College d/b/a Lindenwood University
Mo. Ct. App. · 2014 · confidence medium
Ct. App. 2008); Ziegler v. Nickel, 64 Cal.App.4th 545, 549 (Cal. Ct. App. 1998); Salman v. Newell, 110 Nev. 1333, 1335 (Nev. 1994); Back Acres Pure Trust v. Fahnlander, 233 Neb. 28, 29 (Neb. 1989); C.E.
discussed Cited as authority (rule) Aulisio v. Bancroft (2×)
Cal. Ct. App. · 2014 · confidence medium
(Hansen v. Hansen (2003) 114 Cal.App.4th 618 [ 7 Cal.Rptr.3d 688 ] (Hansen); City of Downey v. Johnson (1968) 263 Cal.App.2d 775 [ 69 Cal.Rptr. 830 ] (City of Downey).) Similarly, in actions involving the trust corpus, a trustee generally may not appear in propria persona “ ‘because in this capacity [he or she] would be representing interests of others and would therefore be engaged in the unauthorized practice of law. [Citation.]’ ” (Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 548 [ 75 Cal.Rptr.2d 312 ], original italics (Ziegler).) But if a sole trustee is also the trust’s sole se…
discussed Cited as authority (rule) Portico Management Group, LLC v. Harrison
Cal. Ct. App. · 2011 · confidence medium
In contrast to a corporation, which the law often deems a person, a trust is not a person but rather “ ‘ “a fiduciary relationship with respect to property.” [Citations.]’ ” (Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 548 [ 75 Cal.Rptr.2d 312 ], italics omitted.) “Legal title to property owned by a trust is held by the trustee . ... ‘A .. . trust... is simply a collection of assets and liabilities.’ ” (Galdjie v. Darwish (2003) 113 Cal.App.4th 1331, 1343-1344 [ 7 Cal.Rptr.3d 178 ].) “[A]n ordinary express trust is not an entity separate from its trustees.” (Powers v. …
cited Cited as authority (rule) Presta v. Tepper
Cal. Ct. App. · 2009 · confidence medium
Code, § 951.)” (Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 548 [ 75 Cal.Rptr.2d 312 ].) It is for this reason that a trust itself can neither sue nor be sued in its own name.
cited Cited as authority (rule) Finkbeiner v. GAVID
Cal. Ct. App. · 2006 · confidence medium
In ruling that Finkbeiner could not proceed without counsel, the trial court relied on Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 549 [ 75 Cal.Rptr.2d 312 ].
discussed Cited as authority (rule) Roberts v. Lomanto
Cal. Ct. App. · 2003 · confidence medium
(Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 548 [ 75 Cal.Rptr.2d 312 ].) We therefore refer to Roberts and Lomanto, the persons who took the actions that led to this litigation, as the parties. 2 Lomanto asserts: “[T]he anti-assignment clause arguably contained an implied covenant that consent could not be unreasonably withheld.” “[A]rguably” does not meet Lomanto’s burden as the moving party on summary judgment. 3 Lomanto argues this is not so because Roberts admitted on summary judgment, “No written or oral agreement imposed an obligation on Lomanto to continue to solicit offer…
discussed Cited "see" Brian A. Smale v. Glen Thurman, A/K/A Glen Thurman Builder, Inc., A/K/A Rose Hill Springs Development, LLC and Wood County Commissioner's Court
Tex. App. · 2021 · signal: see · confidence high
See Ziegler v. Nickel, 64 Cal.App.4th 545, 549 , 75 Cal.Rptr.2d 312 (1998) (holding that “[a] nonattorney trustee who represents the trust in court is representing and affecting the interest of the beneficiary and is thus engaged in the unauthorized practice of law”).
discussed Cited "see" In Re Guetersloh
Tex. App. · 2010 · signal: see · confidence high
See Ziegler v. Nickel, 64 Cal.App.4th 545, 549 , 75 Cal.Rptr.2d 312 (1998) (holding that “[a] nonattorney trustee who represents the trust in court is representing and affecting the interest of the beneficiary and is thus engaged in the unauthorized practice of law”).
discussed Cited "see" in Re: James Craig Guetersloh, Individually & James Craig Guetersloh, Trustee of the 1984 Guetersloh Trust
Tex. App. · 2010 · signal: see · confidence high
See Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 549 (holding that "[a] nonattorney trustee who represents the trust in court is representing and affecting the interest of the beneficiary and is thus engaged in the unauthorized practice of law").
discussed Cited "see" in Re: James Craig Guetersloh, Individually & James Craig Guetersloh, Trustee of the 1984 Guetersloh Trust
Tex. App. · 2010 · signal: see · confidence high
See Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 549 (holding that "[a] nonattorney trustee who represents the trust in court is representing and affecting the interest of the beneficiary and is thus engaged in the unauthorized practice of law").
discussed Cited "see" in Re: James Craig Guetersloh, Individually & James Craig Guetersloh, Trustee of the 1984 Guetersloh Trust
Tex. App. · 2010 · signal: see · confidence high
See Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 549 (holding that "[a] nonattorney trustee who represents the trust in court is representing and affecting the interest of the beneficiary and is thus engaged in the unauthorized practice of law").
discussed Cited "see" Francis Mae Davila v. State of Texas
Tex. App. · 2001 · signal: see · confidence high
See Ziegler v. Nickel (1998) 64 Cal.App.4th 545, 549 (holding that "[a] nonattorney trustee who represents the trust in court is representing and affecting the interest of the beneficiary and is thus engaged in the unauthorized practice of law").
cited Cited "see, e.g." Hays v. Hamblen Family Irrevocable Trust (In re Hamblen)
Bankr. N.D. Ga. · 2006 · signal: see also · confidence low
See also Ziegler v. Nickel, 64 Cal.App.4th 545, 547-48 , 75 Cal.Rptr.2d 312 , (Cal.Ct.
Retrieving the full opinion text from the archive…
JIMMY DEAN ZIEGLER, as Trustee, Etc., Et Al., Plaintiffs and Appellants,
v.
EARL HARRISON NICKEL Et Al., Defendants and Respondents
B100335.
California Court of Appeal.
Jun 4, 1998.
64 Cal. App. 4th 545
98 Cal. Daily Op. Serv. 4285
1998 Cal. App. LEXIS 500
Counsel, Jimmy Dean Ziegler, in pro. per., for Plaintiffs and Appellants., No appearance for Defendants and Respondents.
Aldrich.
Cited by 30 opinions  |  Published
1 passage pin-cited by 1 case
Pinpoint authority: bottom 77%
Citer courts: N.D. California (1)

Opinion

ALDRICH, J.

Introduction

Plaintiff, Mighty Oak Trust, appeals from the order of the trial court directing Jimmy Dean Ziegler, trustee, to withdraw as attorney for the trust and engage a licensed attorney to represent the Trust in its lawsuit against defendants Earl and Thelia Nickel. After analyzing a novel issue in California, we hold the trial court’s order was proper.

[*547] Factual and Procedural Background

This action was commenced by Ziegler as trustee of the Mighty Oak Trust (Trust) alleging, as sellers of a certain mobilehome to the Trust, defendants had intentionally failed to disclose certain material defects. Defendants demurred to the complaint.

Concurrently, defendants noticed and filed a motion for an order compelling Ziegler to withdraw as attorney for the Trust. The motion was brought on the ground that Ziegler was not an attorney and so his representation of the Trust in the lawsuit constituted an unauthorized practice of law in violation of Business and Professions Code section 6125. [1] Defendants requested the court order that Ziegler may no longer represent the Trust, and direct the Trust to hire a member of the bar to prosecute this lawsuit. Ziegler opposed the motion.

Finding Ziegler was not licensed to practice law, the court ordered him to withdraw as attorney for the Trust and gave him 30 days to retain an attorney to represent the Trust. [2] The court warned Ziegler his failure to retain an attorney at law within the time specified could result in the dismissal of the complaint. A formal order directing Ziegler to withdraw as attorney for the Trust was entered on January 11, 1996. Ziegler appealed.

Discussion

Ziegler contends the trial court erred in ordering him to withdraw from representing the Trust because as trustee, he is not a “person” as defined in section 6125, and as the Trust contains no assets or equity with which to pay an attorney, applying section 6125 in this case would effectively deny the Trust access to the court to seek a remedy for its injury.

Section 6125 states, “No person shall practice law in California unless the person is an active member of the State Bar.” Under the statute, one who is not a licensed attorney cannot appear in court for another person. (Russell v. Dopp (1995) 36 Cal.App.4th 765, 11A [42 Cal.Rptr.2d 768]; Pickett v. Municipal Court (1967) 249 Cal.App.2d 844, 846 [58 Cal.Rptr.[*548] 24].) Thus, one holding a special power of attorney cannot act as an attorney for another by virtue of the power of attorney. (People ex rel. Dept. of Public Works v. Malone (1965) 232 Cal.App.2d 531, 537 [42 Cal.Rptr. 888].) It has long been established that “ ‘[a] corporation cannot represent itself in court, either in propria persona or through an officer or agent who is not an attorney.’ [Citations.]” (Merco Constr. Engineers, Inc. v. Municipal Court (1978) 21 Cal.3d 724, 729 [147 Cal.Rptr. 631, 581 P.2d 636].) That is, a corporate officer, who is not an attorney, may not appear on behalf of the corporation. (Ibid.)

In contrast to a corporation which is a “ ‘. . . distinct legal entity separate from its stockholder and from its officers’ [citation]” (Merco Constr. Engineers, Inc. v. Municipal Court, supra, 21 Cal.3d at p. 729) and deemed a person within many legal constructs (Code Civ. Proc., § 17), a “. . . trust is not a person but rather ‘a fiduciary relationship with respect to property.’ [Citations.] Indeed, [1] “ ‘an ordinary express trust is not an entity separate from its trustees.’ ” ’ [Citation.]” (Moeller v. Superior Court (1997) 16 Cal.4th 1124, 1132, fn. 3 [69 Cal.Rptr.2d 317, 947 P.2d 279], italics added; Pillsbury v. Karmgard (1994) 22 Cal.App.4th 743, 753 [27 Cal.Rptr.2d 491]; see also Evid. Code, § 951.) Thus, one might conclude, because the trustee and trust are not separate, the trustee would not be practicing law in a representative capacity if that trustee appeared in court in litigation involving the trust property. However, the above cited cases are distinguishable as they involve the powers and standing of the trustee. Moeller concerns whether the trustee’s powers include the authority to assert the attorney-client privilege. (Moeller, supra, at p. 1131.) Pillsbury analyses who constitutes the real party in interest in litigation involving trust property. (Pillsbury, supra, at p. 753.)

Research has revealed no California case which addresses the question of whether a trustee, who is not an attorney, may represent the trust in an action brought to protect the trust property. Looking to other states, we adopt the holding and reasoning of the Supreme Court of Nebraska which stated, “It is true that, as a general rule, a trust is not a legal personality, and the trustee is the proper person to sue or be sued on behalf of such trust. [Citations.] However ... a trustee’s duties in connection with his or her office do not include the right to present argument [in propria persona] in courts of the state, because in this capacity such trustee would be representing interests of others and would therefore be engaged in the unauthorized practice of law. [Citation.]” (Back Acres Pure Trust v. Fahnlander (1989) 233 Neb. 28, 29 [443 N.W.2d 604, 605], italics added; see also Mahoning County Bar Association v. Alexander (1997) 79 Ohio St.3d 1220, 1221 [681 N.E.2d 934, 935] (maj. opn.); cf. In re Ellis (1971) 53 Hawaii 23, 28 [487 P.2d 286, 289].)

[*549] Stated otherwise, “[a] trustee must always act solely in the beneficiaries’ interest. [Citations.]” (Moeller v. Superior Court, supra, 16 Cal.4th at p. 1134, some italics added; Prob. Code, § 16002, subd. (a).) The actions of the trustee affect the trust estate and therefore affect the interest of the beneficiaries. A nonattomey trustee who represents the trust in court is representing and affecting the interests of the beneficiary and is thus engaged in the unauthorized practice of law. (§ 6125.) [3]

The trial court did not err in directing Ziegler to withdraw as attorney for the Trust and to retain a member of the bar to represent the Trust.

Disposition

The order appealed from is affirmed.

Croskey, Acting P. J., and Goodman, J., * concurred.

1

Hereinafter, all statutory references shall be to the Business and Professions Code unless otherwise noted.

2

The court also sustained defendants’ demurrer with 30 days’ leave to amend. On March 26, 1997, the court, on its own motion, dismissed the complaint for failure of the Trust to file an amended complaint within 30 days as ordered. The record shows Ziegler had opposed the court’s move to dismiss the action on the ground it had no jurisdiction because Ziegler had already filed a timely notice of appeal. However, as Ziegler did not challenge the dismissal on appeal, we do not address it.

3

Ziegler also surmises the trial court’s ruling resulted from bias it felt towards him. Based on our holding, the trial court properly ordered Ziegler to withdraw.

*

Judge of the Municipal Court for the Culver Judicial District, assigned by the Chief Justice pursuant to article VI, section 6 of the California Constitution.