Legal Question in Elder Law in California

Care Custodian

My grandmother had a caregiver who was also the trustee of her estate. In the end my grandmother through undue influence had her will/trust ammendeded to replace me with the caregiver.

Isn't there a law in california that prohibits that?

Thank You


Asked on 3/12/03, 1:14 pm

4 Answers from Attorneys

H.M. Torrey The Law Offices of H.M. Torrey

Re: Care Custodian

from the facts given thus far, it appears you may have a strong case for undue influence and/or fraud against the caretaker. however, i would need you to email me more specific facts and dates of when all this took place and for how long. if the caretaker can be shown to have exercised undue influence, etc...over your mother and her will, you would have rights against this caretaker.

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Answered on 3/12/03, 1:33 pm
Chris Johnson Christopher B. Johnson, Attorney at Law

Re: Care Custodian

There is a presumption applying in certain cases that creates an automatic presumption of undue influence when the will/trust is changed to include a caretaker. The actual gift may be a prohibited transfer under Probate Code section 21350, but you'd need to take action to prevent such a transfer.

See a probate litigation attorney right away to discuss the facts further and see if a case is warranted here. There are short deadlines for contesting wills and trusts, so see someone quickly.

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Answered on 3/12/03, 1:50 pm
Mina Sirkin Sirkin & Sirkin

Re: Care Custodian

The elements of undue influence greatly depend on all the facts in this case. At first glance, it looks like you have a claim for undue influence. Please see a local probate litigation attorney to assist you. Note: There are deadlines for filing claims to contest a trust. Please immediately contact an attorney who can advise you on the above.

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Answered on 3/13/03, 5:57 pm
Ken Koenen Koenen & Tokunaga, P.C.

Re: Care Custodian

You will almost definitely need to file a legal action against the caregiver to receive a court order of undue influence.

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Answered on 3/12/03, 2:43 pm


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