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BERNARD v. FOLEY PART-I

BERNARD v. FOLEY PART-I
08:30:2006

BERNARD v. FOLEY



Filed 8/21/06




IN THE SUPREME COURT OF CALIFORNIA





ANGELA ANN BERNARD et al., )


)


Plaintiffs and Appellants, )


) S136070


v. )


) Ct.App. 2/3 B168665


JAMES FOLEY, as Trustee, etc., )


) Los Angeles County


Defendant and Respondent. ) Super. Ct. No. BP072862


__________________________________ )


In this case we determine whether close personal friends of a dependent elder who at the end of her life provided her with personal care, including health care, are â€





Description When an unrelated person renders substantial, ongoing health services to a dependent adult, that person may be a care custodian for purposes of statutory scheme that presumptively disqualifies 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.
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