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Individuals with estates both large and small can be susceptible to undue influence, which is becoming more prevalent as the basis for attacking estate-planning documents. As our population ages and becomes more vulnerable, the risk of undue influence being exerted increases.
Accordingly, it’s increasingly important for attorneys to understand and identify vulnerabilities and the indicia of undue influence. This task becomes critical:
(1) During the initial representation phase, in understanding the issue of competency versus undue influence
(2) In the drafting phase, in recommending options and practices to protect the integrity of an estate plan
(3) After death, in being conversant with the ins and outs of litigating undue influence cases.
This webinar will help planning professionals understand undue influence, identify important factors that might give rise to a claim of undue influence, suggest strategies to enhance enforceability of estate-planning documents and recommend tips for litigating undue influence cases.
Thomas M. Dixon
Editor in Chief
Trusts & Estates