Wood

Wood v. Jamison

Good Law
167 Cal. App. 4th 156·2008 Cal. App. LEXIS 1474·83 Cal. Rptr. 3d 877
Court of Appeal of CaliforniaSeptember 30, 2008B196898California2,949 words

Opinion

Opinion

Gilbert, J.

An attorney represents an elderly client and does not disclose his conflict of interest and its consequences. As this case demonstrates, the attorney brings financial harm to his client, institutional harm to his profession, and catastrophic harm to himself.

Eddie B. Jamison, a licensed attorney, appeals a judgment for damages, attorney fees and costs based on legal malpractice, breach of fiduciary duty and financial abuse of an elder, entered after a court trial. We affirm.

FACTS

Donald and Merle Peterson had been married for 55 years. A few months prior to the incidents leading to this lawsuit, the Petersons’ only child died and Donald Peterson moved into an Alzheimer’s facility.

Shortly after her son’s death and her husband’s move to the Alzheimer’s facility, Merle Peterson (Peterson), then 78 years old, met Patrick McComb. McComb told Peterson he was her nephew. In fact, he was not related to her. Over the next few weeks, McComb convinced Peterson to transfer approximately $174,000 to him in a series of transactions. McComb also convinced Peterson, in her capacity as trustee of the Peterson trust, to obtain a $250,000 loan secured by her primary residence. McComb…

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