Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence

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 for an elderly person who isolates them from their family and convinces them to leave most or all of their assets to the caregiver. Essentially, the person exerting undue influence takes unfair advantage of another person’s frailty of mind or body to get an unfair advantage over them. Undue influence can come from an outsider, such as the caregiver, or could come from a family member.

Read more: https://www.aaepa.com/2019/11/reasons-an-estate-plan-could-be-challenged-part-2-undue-influence/

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Stephanie Steele

Stephanie has been practicing in the Cobb County area since 2006. Her professional work focuses on family and probate law, and she serves as a Guardian ad Litem in both the Superior and Probate courts. Stephanie is very engaged in both the legal and the local community. Her volunteer work has been recognized at both the county and state level.

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