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 ...

Know your clients, cover yourself When a deceased client’s family challenges a will and alleges incapacity or undue influence at the time the will was drawn up, it doesn’t just affect asset ...

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 ...

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 ...

Undue influence occurs when an individual uses coercion, manipulation, or deception to overpower the free will of the testator, causing them to create or change a will in a way that benefits the ...

It seems that every will contest includes a claim of undue influence along with the more standard claims of lack of testamentary capacity and lack of due execution. But, undue influence is certainly ...

Undue influence from family members of patients with advanced cancer remains a serious ethical problem in end-of-life decision making. Despite the wealth of articles discussing the problem of undue ...

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 ...