After an individual’s death, litigation regarding the decedent’s estate can arise in a variety of contexts. A common claim asserted in a lawsuit challenging the validity of a decedent’s Last Will and Testament is that the will was the result of “Undue Influence.” “Undue Influence” is defined by our courts as “’mental, moral or physical’ [...]
Entries Tagged as 'Undue Influence'
Undue Influence
May 14th, 2013 · No Comments
Tags: Elder Abuse · Elder Law · Estate Litigation · Undue Influence
Court Rules Last Will And Testament Controls The Disposition Of Estate Assets Transferred To Revocable Trust During Decedent’s Life
March 14th, 2013 · No Comments
Earlier this month, Hon. Robert P. Contillo, Presiding Judge of the Chancery Division, Bergen County, New Jersey, set aside a decedent’s Last Will and Testament, ruling that the Will was the result of undue influence by one of her adult children who was the principal beneficiary of the will. In doing so, Judge Contillo made [...]
Tags: Doctrine of Probable Intent · Elder Law · Estate Litigation · Improvident Gifts · Litigation · New Cases · Trials · Undue Influence · Will Contests
Undue Influence Claim Defeated Where Contestant Fails To Establish “Confidential Relationship,” But Fees Are Apportioned Based Upon Accounting Issues
February 27th, 2012 · No Comments
In September 2010, I blogged about the Matter of the Estate of Jewell B. Sykes case, in which the Appellate Division concluded that family ties, without more, do not create a “confidential relationship.” That blog post can be found here. In a February 16, 2012 decision in In the Matter of the Estate of John [...]
Tags: Estate Litigation · Lack of Testamentary Capacity · Undue Influence · Will Contests
Undue Influence Plaintiff Defeats Summary Judgment Despite Failure To Cite Facts In The Record To Oppose The Motion; But Certain Claims Are Dismissed For Failure To file An Affidavit Of Merit
January 19th, 2012 · No Comments
In the December 13, 2011 Estate of Sano Chancery Division case, the decedent’s wife had sued the decedent’s former employee (Ms. Chung) and that employee’s sister (Ms. Choi), claiming that they defrauded and unduly influenced the decedent to change a beneficiary designation of a $2.5 million life insurance policy. The policy had originally named the [...]
Tags: Estate Litigation · Lack of Testamentary Capacity · Litigation · New Cases · Summary Judgment · Undue Influence
Podcast of Guest Interview on The Caring Generation, An Internet Radio Show
December 4th, 2011 · No Comments
Several weeks ago, on Sunday, November 20th, I was a guest on The Caring Generation, a radio show airing on 630 KHOW-AM, a Talk Radio Station broadcasting from Denver, Colorado, and on the internet. The show is hosted by Pamela D. Wilson, who identified herself as the “Care Navigator.” The Caring Generation is about “the [...]
Tags: Abuse of Power of Attorney · Elder Abuse · Elder Law · Health Issues · Improvident Gifts · Lack of Testamentary Capacity · Legal Rights of the Disabled · Medicaid · Personal Achievements and Awards · Social Media · Undue Influence · Web Sites and the Internet
Top Ten (10) New Jersey Probate Litigation / Will Contest Cases in 2010
January 2nd, 2011 · No Comments
I compiled my selections for the top ten (10) New Jersey estate and probate litigation / will contest cases in 2010. For those cases I previously blogged about, a link to the blog post as well as the case is included below. (1) Matter of the Estate of Jewell B. Sykes, Docket No. A-1109-09T2 (App. [...]
Tags: Estate Administration · Estate Litigation · Lack of Testamentary Capacity · Removal of Fiduciary · Top Ten · Undue Influence · Will Contests
Failure To Treat Children Equally Is Insufficient Grounds To Set Aside A Will For Lack Of Capacity Or Undue Influence
November 5th, 2010 · No Comments
As an elder law attorney, I receive many inquires from potential clients asking me to evaluate a potential lawsuit against a sibling involving a deceased parent’s estate plan. The claim typically seeks to set aside a deceased parent’s will as invalid, the result of undue influence by a sibling. Typically, the potential client seeking a [...]
Tags: Estate Litigation · Lack of Testamentary Capacity · New Cases · Undue Influence · Will Contests
Family Ties Do Not Create A “Confidential Relationship” Sufficient To Invalidate A Will Based On Undue Influence
September 15th, 2010 · No Comments
The concept of what constitutes a “confidential relationship” (one of the elements creating a presumption of undue influence) was examined by the New Jersey Appellate Division in Matter of the Estate of Jewell B. Sykes, N.J. App. Div. No. A-1109-09T2 (Aug. 19, 2010). In Sykes, the decedent’s daughter/co-executor (“Evelyn”) challenged the validity of two leases [...]
Tags: Elder Law · Estate Litigation · Undue Influence
The “Mere Possibility” Of An Attorney Conflict Of Interest May Be Sufficient To Establish An Ethical Breach
September 11th, 2010 · No Comments
New Jersey estate planning attorneys were again reminded of the conflict of interest minefield they face in In Re Buscavage, N.J. App. Div. No. A-6041-08AT3 (Aug. 25, 2010). Buscavage involved a challenge to trust amendments made by the decedent, Joseph Buscavage, in the final year of his life, which favored certain members of his family, [...]
Tags: Elder Law · Estate Litigation · Estate Planning · Litigation · New Cases · Undue Influence · Will Contests
Court Finds Joint Account Does Not Pass To Surviving Owner, But Passes Under Decedent’s Will
August 14th, 2010 · No Comments
Most of the cases discussed on this blog (and, I suspect, on most blogs which spotlight developments in the law) focus principally on decisions issued by the higher-level courts, the appellate courts and the supreme court of the state. However, the majority of court decisions in New Jersey and other states are issued by trial [...]
Tags: Estate Litigation · Improvident Gifts · Last Will and Testament · Litigation · New Cases · Powers of Attorney · Surrogate Decision-Making · Undue Influence · Will Contests