Thomas

Thomas v. Gordon

Caution
102 Cal. Rptr. 2d 28·2000 Cal. App. LEXIS 917·2000 Daily Journal DAR 12751·85 Cal. App. 4th 113·2000 Cal. Daily Op. Serv. 9511
Court of Appeal of CaliforniaNovember 30, 2000B133413California3,989 words

Opinion

Opinion

Curry, J.

Appellant Shari Thomas, M.D., brought suit against respondent Barry Gordon, her accountant, and respondent Barry Gordon, an accountancy corporation (collectively referred to hereafter as respondent). Appellant contended that respondent breached a duty of care owed to her and/or committed fraud or misrepresentation by failing to keep her apprised of the financial affairs of two corporations. Appellant held no shares in the corporations, and was not an officer or director in either of them, but she claims an equitable interest by virtue of having transferred assets to the corporations in order to keep those assets out of the hands of her creditors. We affirm the trial court’s grant of summary judgment in favor of respondent.

Factual and Procedural Background

The complaint alleges that in or around June 1993, appellant became concerned about her financial future as the result of disputes with doctors with whom she had shared office space. At that time, appellant was engaged in a romantic relationship with Wanda Joy Woodruff. According to the complaint, appellant and Woodruff met with respondent in August 1993 and he advised them to set up a medical clinic which would be…

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