Grieving the death of a friend or family member is hard enough. Imagine the compounded feelings of realizing that an inheritance you had been promised or otherwise believed would be coming is not materializing. You were omitted from your loved …
Lack of capacity is, perhaps, the most common ground relied upon for challenging a will, trust, lifetime transfer, or beneficiary designation. In addition to standing alone as a claim, it is often intertwined with claims of undue influence, discussed in …
As a follow-up to Tiffany’s blog on the basics of undue influence, this blog focuses on a subset of undue influence cases involving a fiduciary relationship. What is a fiduciary relationship and why is it important? The clear fiduciary …
Editors’ Note: Starting in March, Beyond the Will will focus on one broad topic each month. Each week, a different author will post a new insight on the matter. Our posts in March will investigate the grounds for challenging a …
Editors’ Note: Starting in March, Beyond the Will will focus on one broad topic each month. Each week, a different author will post a new insight on the matter. Our posts in March will investigate the grounds for challenging a …