During a Will contest, a party challenging a Will may assert that the Will was the product undue influence being exerted over the decedent by the party who benefited by the disputed Will. The question ...

A wealthy man with four adult children, three daughters and a son, left millions to his daughters when he died, but nothing for his son. Was that the father’s intention? The answer came after much ...

Last week I told you about one of the issues that often shows up in will contest cases — the need for the maker of a will to be of “sound mind.” This basically means a person making a will must, at ...

The potential for undue influence has become increasingly significant in this era of digital interconnectivity. Undue influence can distort our perceptions, manipulate our decisions, and sometimes ...

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast. Individuals with estates both large and small can be susceptible to undue influence, which is ...

A long-time client, Mr. Lee, stops in without an appointment to discuss an “important” financial opportunity he recently heard about. Mr. Lee is 80-years old and a widower. You’ve been his broker for ...

Evaluating alleged elder abuse often involves determining what an older person understands or understood in the past. Inducing someone to sign a legal document or give a gift, for example, may ...

Rep. Eugene Vindman (D-Va.) said Tuesday that President Trump and Defense Secretary Pete Hegseth’s involvements in efforts to ...

My deceased mother was in the care of my niece who was also trustee of my mother’s trust. My mother modified the trust to give my niece her home, which is worth at least one fifth of the estate. At ...

Former Atlanta Mayor Keisha Lance Bottoms, now a senior advisor to the Biden campaign, told MSNBC on Monday that the Atlanta Journal-Constitution's editorial board engaged in "undue influence" on the ...