Legal Opinion
Bank of America v. Angel View Crippled Children's Foundation
California Court of Appeal
Decided May 24, 1999No. A083625PublishedCited by 16 opinions
1Opinion of the Court
Opinion
MARCHIANO, J.
Probate Code section 21350 presumptively invalidates a donative transfer to an attorney-beneficiary who drafted the instrument providing for the gift. Probate Code section 21351 permits the transfer if, inter alia, the drafter-beneficiary can show by clear and convincing evidence that the transfer was not the result of fraud, menace, duress or undue influence. In this case we hold that these statutes, enacted in 1993, apply retroactively.
Three residual beneficiaries of a living trust—Angel View Crippled Children’s Foundation, St. Jude Hospital, and Heartspring, Inc.—appeal…
2Cases cited10 opinions
- Evangelatos v. Superior CourtCalifornia Supreme Court · 1988
- In Re Marriage of BouquetCalifornia Supreme Court · 1976
- Western Security Bank v. Superior CourtCalifornia Supreme Court · 1997
- Alford v. PiernoCalifornia Court of Appeal · 1972
- Estate of GiordanoCalifornia Court of Appeal · 1948
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3Cited by16 opinions
- Bernard v. FoleyCalifornia Supreme Court · 2006
- Estate of ShinkleCalifornia Court of Appeal · 2002
- Plotkin v. SAJAHTERA, INC.California Court of Appeal · 2003
- Restate of SwetmannCalifornia Court of Appeal · 2000
- Wittkopf v. County of Los AngelesCalifornia Court of Appeal · 2001
11 more not listed; retrieve them via the Exa API.