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 ...

Courts attempting to further define the meaning of undue influence have said “influence gained by means of love, affection or kindness, or by appeals to such feelings, is not undue influence.” And, ...

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 ...