Estate of Shinkle

Caution
119 Cal. Rptr. 2d 42·97 Cal. App. 4th 990
Court of Appeal of CaliforniaMarch 28, 2002H022305California7,846 words

Opinion

Opinion

Ann Miller Ravel, County Counsel, Kathryn J. Zoglin and Tamara Lopez, Deputy County Counsel, for Objector and Respondent: Les Lindop, as Acting Public Administrator, etc., et al.

Charles Allen Triay, Oakland, for Objector and Respondent: Troy Bunning and other heirs.

BAMATTRE-MANOUKIAN, Acting P.J.

C.J. Thompson appeals from a judgment after a court trial in a probate matter in which the court held that a trust instrument from which Thompson had benefited was void pursuant to Probate Code section 21350. [1] Section 21350, subdivision (a)(6) (hereafter section 21350(a)(6)) provides that any instrument that makes a donative transfer to a "care custodian of a dependent adult" is invalid. Thompson was the beneficiary of a trust executed by Laverne Shinkle. Shinkle had resided in a skilled nursing facility for almost three years. During most of that time, Thompson was the long-term-care ombudsman for the facility. The definition of a "care custodian" who is prohibited from receiving a donative transfer under section 21350(a)(6) includes a long-term-care ombudsman. Thompson claims the trust was valid because he was no longer Shinkle's ombudsman when she signed the trust. Thompson had…

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