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Bernard v. Foley

Practice Area: Appeals

Outcome: Court of Appeal judgment affirmed.

Description: Relatives who were beneficiaries under the decedent's living trust sued to invalidate trust amendment, which designated decedent's friends as residual beneficiaries. The California Supreme Court held that personal friends who provided health services were not excepted from statutory scheme that presumptively disqualified care custodians from receiving testamentary transfers.

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