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/

• Author
• Recent Posts

Edward Lovato

Edward W. Lovato is a New Mexico native. After graduating from Rio Rancho High School, Edward joined the Marines and served 13 years on active duty in the enlisted and officer ranks, including tours of duty in Iraq and Afghanistan. Edward founded the Rio Rancho law firm of Lovato Law, P.C. in 2017 and he oversees a practice devoted to providing clients with the best in estate planning. Edward attended the University of New Mexico where he earned both his Bachelor of Business Administration and his Juris Doctor (law) degrees.

Latest posts by Edward Lovato (see all)

• Beneficiary Designations and the SECURE Act Basics - March 1, 2021
• Beneficiary Designations - March 1, 2021
• Beneficiary Designations and the SECURE Act: Prior Designations - March 1, 2021