Trust contests often arise when beneficiaries believe a trust does not reflect the true wishes of the person who created it.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The court, finding genuine issues of material fact, reversed a summary judgment order in a lawsuit challenging certain property transfers as void due to undue influence, conversion, breach of ...

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 ...