Estate Planning is critical to making sure your wishes are carried out. This series focuses on how an Estate Plan could be challenged. This series will show the importance of doing Estate Planning in the right way. The first article in the series looked at formal requirements. This second article focuses on undue influence. Undue influence consists of someone taking unfair advantage of another, especially when they hold real or apparent authority over them. An example of this is a caregiver … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Undue Influence
The Academy Summit Approaches
I am eagerly awaiting the Academy’s Fall 2013 Summit here in San Diego (Coronado)! The Summits are a time for our members to learn about the latest in practice management and substantive law, as well as to rekindle friendships and make new ones. As I look over the agenda, I’m excited about several presentations. In particular, I’m eager for the presentation Testamentary Incapacity and Undue Influence: Clinical and Legal Evaluation Strategies and Techniques. I think our members will find this … [Read more...] about The Academy Summit Approaches
A Dramatic Reminder of an Ethics Fundamental
Huguette Clark was nearly 105 years old when she died in May 2011. Heiress to a copper mining fortune, she lived an extraordinarily reclusive life. The last time she was even photographed was in 1930. Although she owned several opulent properties, she chose to spend the last two decades of her life in seclusion at Manhattan’s Beth Israel Medical Center, even when she was in good health. While she lived at the hospital, her close companions were her nurse; her attorney, Wallace Bock; and her … [Read more...] about A Dramatic Reminder of an Ethics Fundamental
