fiduciary duty claim (California) · Go Syfert
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fiduciary duty claim in California

16 California opinions name it 3 courts 1992–2026 6 in the last five years

The cases below were cited by California courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (12)

CaseFollowedCited
Midland Pacific Building Corp. v. Kinggreen
calctapp · 2007 · cited in 2 California opinions naming this issue, 2018–2018
2 sentences

2018Likewise, the fiduciary duty claim is arguably based on "illegal" voting conduct, which, in Smith's declaration, is characterized as failing to follow the legal process and breaching the "fiduciary duty to treat all members equally and fairly." Alternatively, Golden Eagle argues that its breach of covenant claim is based on how the Association dealt with it, said to be in a manner contrary to duties owed under the governing documents, such that the letter to the County is merely collateral to the central allegations of violation of the *425 bylaws. ( Wang , supra , 153 Cal.App.4th 790 , 809, 6

2018Likewise, the fiduciary duty claim is arguably based on "illegal" voting conduct, which, in Smith's declaration, is characterized as failing to follow the legal process and breaching the "fiduciary duty to treat all members equally and fairly." Alternatively, Golden Eagle argues that its breach of covenant claim is based on how the Association dealt with it, said to be in a manner contrary to duties owed under the governing documents, such that the letter to the County is merely collateral to the central allegations of violation of the *425 bylaws. ( Wang , supra , 153 Cal.App.4th 790 , 809, 6

12
Harris v. Capital Growth Investors XIVgreen
cal · 1991 · cited in 1 California opinions naming this issue, 2026–2026
1 sentence

2026Intentional discrimination is “willful, affirmative misconduct on the part of those who violate the Act.” (Harris v. Capital Growth Investors XIV (1991) 52 Cal.3d 1142, 1172 [superseded by statute on other grounds as described in Munson, supra, 46 Cal.4th at p. 664 ].) For reasons similar to our reasoning in connection with the fiduciary duty claim, we conclude Hunt did not plead an Unruh Act claim.

11
San Francisco Iron & Metal Co. v. American Milling & Industrial Co.green
calctapp · 1931 · cited in 1 California opinions naming this issue, 2026–2026
1 sentence

2026(See San Francisco Iron & Metal Co. v. American Milling & Industrial Co. (1931) 115 Cal.App. 238, 248 [“The existence of the joint adventure being established, it follows that a fiduciary relationship between the coadventurers arose therefrom.”].) Summary judgment on the fiduciary duty claim was thus proper.

11
Regalado v. Callaghan CAgreen
calctapp · 2016 · cited in 1 California opinions naming this issue, 2025–2025
1 sentence

2025After stipulating to the pattern instructions, the parties held an off-the-record conference with the court, at which they “cleaned up some of the parties and other language in the instructions.” Because the record does not show who requested the modifications Pak complains about, we presume Pak did so and 6 thus cannot challenge them on appeal.2 (Regalado v. Callaghan (2016) 3 Cal.App.5th 582, 593 [absent contrary showing, reviewing court presumes appellant requested instruction and therefore cannot complain of error].) And we will not disturb the general verdict, supported by the FEHA claim,

11
Uzyel v. Kadishagreen
calctapp · 2010 · cited in 1 California opinions naming this issue, 2016–2016
1 sentence

2016“The duty of loyalty, requiring a trustee to administer the trust solely in the interest of the beneficiaries . . . is the most fundamental duty of a trustee.” (Uzyel v. Kadisha (2010) 188 Cal.App.4th 866, 905 (Uzyel); see § 16002, subd. (a) [“trustee has a duty to administer the trust solely in the interest of the beneficiaries”].) A trustee violates this duty when, without the authorization of the trust instrument, permission by the court, or the consent of the beneficiaries, the trustee engages in self-dealing or any other transaction “in which the trustee’s personal interests may conflict

11
Kaiser Foundation Hospitals v. Workers' Compensation Appeals Boardgreen
cal · 1985 · cited in 1 California opinions naming this issue, 2006–2006
2 sentences

2006Appeals Bd. (1985) 39 Cal.3d 57, 67, fn. 8 [ 216 Cal.Rptr. 115 , 702 P.2d 197 ]; Samuels v. Mix (1999) 22 Cal.4th 1, 10 [ 91 Cal.Rptr.2d 273 , 989 P.2d 701 ].) Put another way, the directors must establish that their alleged liability on the fiduciary duty claim is based on a statute or the Constitution and did not exist at common law. “ ‘ “To determine the statute of limitations which applies to a cause of action it is necessary to identify the nature of the cause of action, i.e., the ‘gravamen’ of the cause of action. . . . ‘[T]he nature of the right sued upon and not the form of action nor

2006Appeals Bd. (1985) 39 Cal.3d 57, 67, fn. 8 [ 216 Cal.Rptr. 115 , 702 P.2d 197 ]; Samuels v. Mix (1999) 22 Cal.4th 1, 10 [ 91 Cal.Rptr.2d 273 , 989 P.2d 701 ].) Put another way, the directors must establish that their alleged liability on the fiduciary duty claim is based on a statute or the Constitution and did not exist at common law. “ ‘ “To determine the statute of limitations which applies to a cause of action it is necessary to identify the nature of the cause of action, i.e., the ‘gravamen’ of the cause of action. . . . ‘[T]he nature of the right sued upon and not the form of action nor

11
Hydro-Mill Co. v. Hayward, Tilton & Rolapp Insurance Associates, Inc.green
calctapp · 2004 · cited in 1 California opinions naming this issue, 2006–2006
2 sentences

2006Associates, Inc. (2004) 115 Cal.App.4th 1145, 1153 [ 10 Cal.Rptr.3d 582 ], citations omitted.) Here, the complaint contains a single cause of action denominated “breach of fiduciary duty.” It alleges in essence that the directors mismanaged e4L to the point of bankruptcy.

2006Associates, Inc. (2004) 115 Cal.App.4th 1145, 1153 [ 10 Cal.Rptr.3d 582 ], citations omitted.) Here, the complaint contains a single cause of action denominated “breach of fiduciary duty.” It alleges in essence that the directors mismanaged e4L to the point of bankruptcy.

11
Samuels v. Mixgreen
cal · 1999 · cited in 1 California opinions naming this issue, 2006–2006
2 sentences

2006Appeals Bd. (1985) 39 Cal.3d 57, 67, fn. 8 [ 216 Cal.Rptr. 115 , 702 P.2d 197 ]; Samuels v. Mix (1999) 22 Cal.4th 1, 10 [ 91 Cal.Rptr.2d 273 , 989 P.2d 701 ].) Put another way, the directors must establish that their alleged liability on the fiduciary duty claim is based on a statute or the Constitution and did not exist at common law. “ ‘ “To determine the statute of limitations which applies to a cause of action it is necessary to identify the nature of the cause of action, i.e., the ‘gravamen’ of the cause of action. . . . ‘[T]he nature of the right sued upon and not the form of action nor

2006Appeals Bd. (1985) 39 Cal.3d 57, 67, fn. 8 [ 216 Cal.Rptr. 115 , 702 P.2d 197 ]; Samuels v. Mix (1999) 22 Cal.4th 1, 10 [ 91 Cal.Rptr.2d 273 , 989 P.2d 701 ].) Put another way, the directors must establish that their alleged liability on the fiduciary duty claim is based on a statute or the Constitution and did not exist at common law. “ ‘ “To determine the statute of limitations which applies to a cause of action it is necessary to identify the nature of the cause of action, i.e., the ‘gravamen’ of the cause of action. . . . ‘[T]he nature of the right sued upon and not the form of action nor

11
Community Memorial Hospital v. County of Venturagreen
calctapp · 1996 · cited in 1 California opinions naming this issue, 2005–2005
2 sentences

2005(See Community Memorial Hospital v. County of Ventura (1996) 50 Cal.App.4th 199, 204-205 , 56 Cal.Rptr.2d 732 .) [11] The Raiders' claim notwithstanding, Dietz v. American Dental Ass'n.

2005(See Community Memorial Hospital v. County of Ventura (1996) 50 Cal.App.4th 199, 204-205 , 56 Cal.Rptr.2d 732 .) [11] The Raiders' claim notwithstanding, Dietz v. American Dental Ass'n.

11
Howard v. Superior Courtgreen
calctapp · 1992 · cited in 1 California opinions naming this issue, 2003–2003
2 sentences

2003The Court of Appeal reversed a judgment of dismissal, and directed that the demurrers to the fiduciary duty claim be overruled, but that those to the conspiracy claim be reconsidered in light of section 1714.10. ( Pierce, supra, 1 Cal.App.4th at pp. 1100, 1106, 1110; see also Howard v. Superior Court (1992) 2 Cal.App.4th 745, 747, 749 [ 3 Cal.Rptr.2d 575 ] [attorney defendants named as aiders-abetters in 10th cause of action and demurred only to it; Court of Appeal ordered that demurrer sustained].) 2 Section 1714.10 thus did not authorize defendants’ demurrer with respect to the malicious pro

2003The Court of Appeal reversed a judgment of dismissal, and directed that the demurrers to the fiduciary duty claim be overruled, but that those to the conspiracy claim be reconsidered in light of section 1714.10. ( Pierce, supra, 1 Cal.App.4th at pp. 1100, 1106, 1110; see also Howard v. Superior Court (1992) 2 Cal.App.4th 745, 747, 749 [ 3 Cal.Rptr.2d 575 ] [attorney defendants named as aiders-abetters in 10th cause of action and demurred only to it; Court of Appeal ordered that demurrer sustained].) 2 Section 1714.10 thus did not authorize defendants’ demurrer with respect to the malicious pro

11
Los Angeles Unified Sch. Dist. v. STATE OF CALIF.green
calctapp · 1991 · cited in 1 California opinions naming this issue, 1996–1996
2 sentences

1996(See Los Angeles Unified School Dist. v. State of California (1991) 229 Cal.App.3d 552, 556-557 [ 280 Cal.Rptr. 237 ].) As to the emotional distress claim, Bonded argued that the lack of a fiduciary relationship and the lack of outrageous conduct rendered the cause of action defective.

1996(See Los Angeles Unified School Dist. v. State of California (1991) 229 Cal.App.3d 552, 556-557 [ 280 Cal.Rptr. 237 ].) As to the emotional distress claim, Bonded argued that the lack of a fiduciary relationship and the lack of outrageous conduct rendered the cause of action defective.

11
S. A. Empresa De Viacao Aerea Rio Grandense (Varig Airlines), Plaintiff v. The Boeing Companygreen
ca9 · 1981 · cited in 1 California opinions naming this issue, 1992–1992
2 sentences

1992(S. A. Empresa, etc. v. Boeing Co., supra, 641 F.2d 746, 751 [interpreting choice-of-law clause pursuant to law chosen by the parties]; McGill v. Hill (1982) 31 Wn.App. 542 [ 644 P.2d 680, 683 ].) The parties in this case, however, did not request judicial notice of Hong Kong law on this question of interpretation (Bvid.

1992Empresa, etc. v. Boeing Co., supra, 641 F.2d 746, 751 [interpreting choice-of-law clause pursuant to law chosen by the parties]; McGill v. Hill (1982) 31 Wn.App. 542 [ 644 P.2d 680, 683 ].) The parties in this case, however, did not request judicial notice of Hong Kong law on this question of interpretation (Evid.

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in California. Read the followed side critically anyway.

Also cited on this issue (10)

CaseCitedYears
Wolf v. Superior Court green
calctapp · 2003
2 sentences

2022Put another way, the claims of litigation misconduct formed part of the basis for the fiduciary duty claim. “‘The elements of a cause of action for breach of fiduciary duty are: (1) the existence of a fiduciary duty; (2) the breach of that duty; and (3) damage proximately caused by that breach.’” (IIG Wireless, Inc. v. Yi (2018) 22 Cal.App.5th 630, 645-646 .) A fiduciary relationship is “‘“any relation existing between parties to a transaction wherein one of the parities is in duty bound to act with the utmost good faith for the benefit of the other party.”’” (Wolf v. Superior Court (2003) 107

2022No Issue of Material Fact Exists as to TipTop’s Breach of Fiduciary Duty Cause of Action With respect to the fiduciary duty claim TipTop alleges against Zokaeem, which is conceded to be novel, this case resembles Wolf v. Superior Court (2003) 107 Cal.App.4th 25 (Wolf),6 where our colleagues in Division Seven were called upon to consider whether a complaint stated a cause of action for breach of fiduciary duty, despite the fact that the plaintiff had acknowledged that his pleading was “devoid of allegations showing an agency, trust, joint venture, partnership or other ‘traditionally recognized’

22022–2022
Wang v. Wal-Mart Real Estate Business Trust green
calctapp · 2007
2 sentences

2018Likewise, the fiduciary duty claim is arguably based on "illegal" voting conduct, which, in Smith's declaration, is characterized as failing to follow the legal process and breaching the "fiduciary duty to treat all members equally and fairly." Alternatively, Golden Eagle argues that its breach of covenant claim is based on how the Association dealt with it, said to be in a manner contrary to duties owed under the governing documents, such that the letter to the County is merely collateral to the central allegations of violation of the *425 bylaws. ( Wang , supra , 153 Cal.App.4th 790 , 809, 6

2018Likewise, the fiduciary duty claim is arguably based on "illegal" voting conduct, which, in Smith's declaration, is characterized as failing to follow the legal process and breaching the "fiduciary duty to treat all members equally and fairly." Alternatively, Golden Eagle argues that its breach of covenant claim is based on how the Association dealt with it, said to be in a manner contrary to duties owed under the governing documents, such that the letter to the County is merely collateral to the central allegations of violation of the *425 bylaws. ( Wang , supra , 153 Cal.App.4th 790 , 809, 6

22018–2018
Munson v. Del Taco, Inc. green
cal · 2009
2 sentences

2026Intentional discrimination is “willful, affirmative misconduct on the part of those who violate the Act.” (Harris v. Capital Growth Investors XIV (1991) 52 Cal.3d 1142, 1172 [superseded by statute on other grounds as described in Munson, supra, 46 Cal.4th at p. 664 ].) For reasons similar to our reasoning in connection with the fiduciary duty claim, we conclude Hunt did not plead an Unruh Act claim.

2026Intentional discrimination is “willful, affirmative misconduct on the part of those who violate the Act.” (Harris v. Capital Growth Investors XIV (1991) 52 Cal.3d 1142, 1172 [superseded by statute on other grounds as described in Munson, supra, 46 Cal.4th at p. 664 ].) For reasons similar to our reasoning in connection with the fiduciary duty claim, we conclude Hunt did not plead an Unruh Act claim.

12026–2026
Oasis West Realty v. Goldman green
cal · 2011
2 sentences

2026(Oasis West, supra, 51 Cal.4th at p. 820 .) First, as noted previously, the complaint alleged that Luxon had an attorney-client relationship with Sump, which created a fiduciary relationship.

2026(Oasis West, supra, 51 Cal.4th at p. 821 .) Third, the dilution of Sump’s voting rights and subsequent dissolution of R&V and RFL deprived Sump of his interest in both entities, which injured him and thereby satisfied the final element of a fiduciary duty claim.

12026–2026
Boyd v. Bevilacqua green
calctapp · 1966
1 sentence

2026The trial court granted summary judgment on the breach of fiduciary duty claim because it found “no enforceable joint venture agreement.” Plaintiffs counter that this claim should survive summary judgment “regardless of whether the terms [of the joint venture] may be determined with ‘exactness.’ ” (Citing Boyd v. Bevilacqua (1966) 247 Cal.App.2d 272, 288-289 .) With this narrow focus on the (in)definiteness of the joint venture’s terms, Plaintiffs do not address why an agreement invalidated under the statute of frauds can give rise to a fiduciary duty claim.

12026–2026
IIG Wireless, Inc. v. Yi green
calctapp5d · 2018
1 sentence

2022Put another way, the claims of litigation misconduct formed part of the basis for the fiduciary duty claim. “‘The elements of a cause of action for breach of fiduciary duty are: (1) the existence of a fiduciary duty; (2) the breach of that duty; and (3) damage proximately caused by that breach.’” (IIG Wireless, Inc. v. Yi (2018) 22 Cal.App.5th 630, 645-646 .) A fiduciary relationship is “‘“any relation existing between parties to a transaction wherein one of the parities is in duty bound to act with the utmost good faith for the benefit of the other party.”’” (Wolf v. Superior Court (2003) 107

12022–2022
Giraldin v. Giraldin green
cal · 2012
1 sentence

2016“The duty of loyalty, requiring a trustee to administer the trust solely in the interest of the beneficiaries . . . is the most fundamental duty of a trustee.” (Uzyel v. Kadisha (2010) 188 Cal.App.4th 866, 905 (Uzyel); see § 16002, subd. (a) [“trustee has a duty to administer the trust solely in the interest of the beneficiaries”].) A trustee violates this duty when, without the authorization of the trust instrument, permission by the court, or the consent of the beneficiaries, the trustee engages in self-dealing or any other transaction “in which the trustee’s personal interests may conflict

12016–2016
The Independent Order Of Foresters v. Donaldson, Lufkin & Jenrette, Inc. green
ca2 · 1998
1 sentence

2009(See, e.g., Independent Order v. Donald, Lufkin & Jenrette (2d Cir. 1998) 157 F.3d 933 , 940-941 ["[T]here is no general fiduciary duty inherent in an ordinary broker/customer relationship. [Citation.] Such a duty can arise only where the customer has delegated discretionary trading authority to the broker."].) Under this body of law, the fiduciary duty claim fails in the absence of evidence of such discretionary authority.

12009–2009
In Re Mexico Money Transfer Litigation green
ilnd · 2000
1 sentence

2005Because the wholesale rate fluctuates frequently, it would not be possible to advise customers of the precise exchange rate at the time of the transaction, if that rate must be equal to the rate paid by the transmitter itself.” (In re Mexico Money Transfer Litigation, supra, 164 F.Supp.2d at p. 1024 .) The district court also expressed serious doubt as to the objectors’ argument that Financial Code section 1816’s characterization of funds received for transmission as “ ‘trust funds,’ ” created a fiduciary duty claim.

12005–2005
McGill v. Hill green
washctapp · 1982
2 sentences

1992Empresa, etc. v. Boeing Co., supra, 641 F.2d 746, 751 [interpreting choice-of-law clause pursuant to law chosen by the parties]; McGill v. Hill (1982) 31 Wn.App. 542 [ 644 P.2d 680, 683 ].) The parties in this case, however, did not request judicial notice of Hong Kong law on this question of interpretation (Evid.

1992Empresa, etc. v. Boeing Co., supra, 641 F.2d 746, 751 [interpreting choice-of-law clause pursuant to law chosen by the parties]; McGill v. Hill (1982) 31 Wn.App. 542 [ 644 P.2d 680, 683 ].) The parties in this case, however, did not request judicial notice of Hong Kong law on this question of interpretation (Evid.

11992–1992

Where else courts name it

DE 49 (1977–2026) NY 27 (2006–2023) TX 22 (2003–2024) IL 19 (1998–2021) CA 16 (1992–2026) MA 11 (2006–2026) OH 8 (2004–2025) AZ 7 (1963–2025) NC 7 (1993–2026) CO 6 (1992–2016) CT 6 (1999–2025) GA 6 (2013–2024) MI 4 (2020–2026) UT 4 (2018–2025) LA 3 (1997–2003) WA 3 (1990–2018) IN 3 (2000–2019) NV 2 (2019–2024) FL 2 (2008–2026) RI 2 (2004–2011) TN 2 (2004–2021) MD 2 (1964–1991)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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