Trusts & Estates Bulletin

A Compendium of Recent Cases

  Brought to you by LACBA's Trusts & Estates Section   *  Volume 1, Number 4   *   August, 2005

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IN THIS ISSUE:

Trusts & Estates Bulletin is published monthly by the Trusts & Estates Section of the Los Angeles County Bar Association (LACBA).

David C. Nelson,
Loeb & Loeb LLP, Editor
dnelson@loeb.com

(Cases appear in chronological order, with the oldest cases appearing first.) 

-Trusts and Estates-
Close personal friends of decedent who took care of her at the end of her life, including by administering medications and otherwise attending to her health needs, and who were benefited by amendment to her trust were "care custodian[s]" within meaning of Probate Code Sec. 21350, so as to implicate a rebuttable presumption that the donative transfer to them was procured by undue influence.
Bernard v. Foley - filed June 30, 2005, Second District, Div. Three
Cite as 2005 SOS 3329
Full text
http://www.metnews.com/sos.cgi?0705%2FB168665