On November 22, 2023 a
Clerk Notice
was filed
involving a dispute between
Bentzen Financial, Llc,
and
for Petition to Transfer Structured Settlement Payment Rights
in the District Court of San Bernardino County.
Preview
F I L E D
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JUAN C. LOZANO, ESQ. (State Bar No. 241930) CSEQEEQNARDWO mmm
THE LAW OFFICE OF JUAN C. LOZANO
3555 Rosecrans St., Suite 114-208
FEB O 6 2024
San Diego, CA 921 10
PHONE: (619) 647-9129/ FAX: (619) 330-9979 1
EMAIL: lozanolawgwgmailcom
ARADELSS {T10 DEPUTY
Attorneys for Petitioner,
KDOONGUl-hWNt—l
BENTZEN FINANCIAL, LLC
SUPERIOR COURT OF THE STATE OF CALIFORNIA
FOR THE COUNTY 0F SAN BERNARDINO
In Re Petition 0f: Case No.: CIVSB2330796
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BENTZEN FINANCIAL, LLC
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NOTICE 0F HEARING FOR
u—A b0 Petitioner APPROVAL FOR TRANSFER 0F
STRUCTURED SETTLEMENT
p—t
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(Real Party In Interest: C.A.)
PAYMENT RIGHTS BY AND
BETWEEN C.A., TRANSFEROR, AND
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VVVVVVVVVVVVVVVVVV
BENTZEN FINANCIAL, LLC,
TRANSFEREE, PURSUANT T0
v—a Ln CALIFORNIA INSURANCE CODE
§10134 ET SEQ.
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H \d DATE: March 19, 2024
TIME: 8:30AM
r—t 00 DEPT: S33
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TO ALL PARTIES AND THEIR ATTORNEYS OF RECORD:
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PLEASE TAKE NOTICE THAT on March 19, 2024 at 8:30AM 0r as soon thereafter
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as this matter can be heard in Department “S33” of the above—entitled Court located at 247
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West 3rd Street; San Bernardino, CA 92415, Petitioner, BENTZEN FINANCIAL, LLC, will
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bring a Petition to approve the transfer of structured settlement payment rights by and
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between C.A., as transferor, and BENTZEN FINANCIAL, LLC, as transferee, pursuant t0
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California Insurance Code §10134 et seq.
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You have been identified as an interested party and you are therefore entitled t0
N 00
receive notice of this action. Pursuant t0 California Insurance Code §10139.5(f)(2), copies
1
[NOTICE OF HEARING]
0f the following documents were previously sent for your review: (1) a copy 0f the
transferee's current petition and any other prior petition Whether approved or withdrawn; that
was filed with this c0urt;(2) a copy 0f the proposed transfer agreement and disclosure
form;(3)a listing 0f each 0f the payee's dependents, together with each dependent‘s age; (4) a
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copy Ofthe disclosure required by California Insurance Code §10136(b); (5) a copy 0f the
annuity contract and a copy 0f any qualified assignment, if applicable; and (6) a copy of the
underlying settlement agreement, if available.
Pursuant to California Insurance Code Section 10139.5(1‘)(2)(J), you have been
provided With notification that any interested party is entitled to support, oppose, or
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otherwise respond to the transferee's petition, either in person or by counsel, by submitting
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written comments t0 the court 0r by participating in the hearing.
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Pursuant t0 California Insurance Code §10139.5(f)(2)(K), you have been provided
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with notification 0f the time and place 0f the hearing and 0f the manner in Which and time
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any written response t0 the application must be filed, Which may not be less than 15 days
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after service of the transferee's notice, in order to be considered by the Court.
Ch This Petition is sought on the grounds that the terms of the subject transfer are fair
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and equitable to the real parties in interest. This Petition is based on this notice, the attached
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Petition, upon all exhibits, records, pleadings, and papers on file herein, and upon all such
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H3 other further oral and/or documentary evidence as may be presented at the time ofthe
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hearing.
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Februarv 3. 2024
DJ Dated:
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THE LAW OFFICE OF JUAN C. LOZANO
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By:
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Juan C. Lozano
Attorney for Petitioner,
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BENTZEN FINANCIAL, LLC
2
[NOT I CE OF HEARING]
Preview
F I L E D chx‘ggmgasgm JUAN C. LOZANO, ESQ. (State Bar No. 241930) CSEQEEQNARDWO mmm THE LAW OFFICE OF JUAN C. LOZANO 3555 Rosecrans St., Suite 114-208 FEB O 6 2024 San Diego, CA 921 10 PHONE: (619) 647-9129/ FAX: (619) 330-9979 1 EMAIL: lozanolawgwgmailcom ARADELSS {T10 DEPUTY Attorneys for Petitioner, KDOONGUl-hWNt—l BENTZEN FINANCIAL, LLC SUPERIOR COURT OF THE STATE OF CALIFORNIA FOR THE COUNTY 0F SAN BERNARDINO In Re Petition 0f: Case No.: CIVSB2330796 y—A CD Hi BENTZEN FINANCIAL, LLC H NOTICE 0F HEARING FOR u—A b0 Petitioner APPROVAL FOR TRANSFER 0F STRUCTURED SETTLEMENT p—t UQ (Real Party In Interest: C.A.) PAYMENT RIGHTS BY AND BETWEEN C.A., TRANSFEROR, AND >—-a $§ VVVVVVVVVVVVVVVVVV BENTZEN FINANCIAL, LLC, TRANSFEREE, PURSUANT T0 v—a Ln CALIFORNIA INSURANCE CODE §10134 ET SEQ. r—I Ch H \d DATE: March 19, 2024 TIME: 8:30AM r—t 00 DEPT: S33 V —-‘ VD [\J CD TO ALL PARTIES AND THEIR ATTORNEYS OF RECORD: N Hi PLEASE TAKE NOTICE THAT on March 19, 2024 at 8:30AM 0r as soon thereafter N b0 as this matter can be heard in Department “S33” of the above—entitled Court located at 247 N DJ West 3rd Street; San Bernardino, CA 92415, Petitioner, BENTZEN FINANCIAL, LLC, will N $> bring a Petition to approve the transfer of structured settlement payment rights by and N Ln between C.A., as transferor, and BENTZEN FINANCIAL, LLC, as transferee, pursuant t0 f0 Ch California Insurance Code §10134 et seq. N ‘4 You have been identified as an interested party and you are therefore entitled t0 N 00 receive notice of this action. Pursuant t0 California Insurance Code §10139.5(f)(2), copies 1 [NOTICE OF HEARING] 0f the following documents were previously sent for your review: (1) a copy 0f the transferee's current petition and any other prior petition Whether approved or withdrawn; that was filed with this c0urt;(2) a copy 0f the proposed transfer agreement and disclosure form;(3)a listing 0f each 0f the payee's dependents, together with each dependent‘s age; (4) a \OOO\l0'\UI¥WNt—d copy Ofthe disclosure required by California Insurance Code §10136(b); (5) a copy 0f the annuity contract and a copy 0f any qualified assignment, if applicable; and (6) a copy of the underlying settlement agreement, if available. Pursuant to California Insurance Code Section 10139.5(1‘)(2)(J), you have been provided With notification that any interested party is entitled to support, oppose, or CD otherwise respond to the transferee's petition, either in person or by counsel, by submitting P‘ written comments t0 the court 0r by participating in the hearing. h) Pursuant t0 California Insurance Code §10139.5(f)(2)(K), you have been provided DJ with notification 0f the time and place 0f the hearing and 0f the manner in Which and time $> any written response t0 the application must be filed, Which may not be less than 15 days Ln after service of the transferee's notice, in order to be considered by the Court. Ch This Petition is sought on the grounds that the terms of the subject transfer are fair ‘4 and equitable to the real parties in interest. This Petition is based on this notice, the attached 00 Petition, upon all exhibits, records, pleadings, and papers on file herein, and upon all such NNNNNNNNN—‘t—th—AHHHHflHp—A H3 other further oral and/or documentary evidence as may be presented at the time ofthe CD hearing. #4 Februarv 3. 2024 DJ Dated: U3 THE LAW OFFICE OF JUAN C. LOZANO 4; & é Lh Ch By: \J Juan C. Lozano Attorney for Petitioner, 00 BENTZEN FINANCIAL, LLC 2 [NOT I CE OF HEARING]