Read Bernard v. Foley, S136070

When an unrelated person renders substantial, ongoing health services to a dependent adult, that person may be a "care custodian" for purposes of statutory provisions that presumptively disqualify care custodians as beneficiaries of testamentary transfers from dependent adults to whom they provide such services, notwithstanding that the service relationship between the individuals arose out of a preexisting personal friendship rather than a professional or occupational connection.

Appellate Information

• Decided 08/21/2006
• Published 08/21/2006

Judges

• WERDEGAR, J.

Court

• Supreme Court of California

Counsel

• For Appellant:
  
• Robert M. Neubauer for Plaintiffs and Appellants.


• For Appellees:
  
• Mark T. Eagan and Donna Bader, Laguna Beach, for Defendant and Respondent.