The legal saga surrounding the estate of Dr. Laura Dean Head—a respected professor at San Francisco State University—is a powerful example of how undue influence and disinheritance can put an estate ...

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 ...

The fifth is relationship poisoning. A sibling might exclude other siblings from visiting an elderly parent or tell the ...

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast. Individuals with estates both large and small can be susceptible to undue influence, which is ...

The potential for undue influence has become increasingly significant in this era of digital interconnectivity. Undue influence can distort our perceptions, manipulate our decisions, and sometimes ...

Last week I told you about one of the issues that often shows up in will contest cases — the need for the maker of a will to be of “sound mind.” This basically means a person making a will must, at ...

A lawyer who was found to have exerted undue influence over his mother must reimburse her estate for legal fees and costs stemming from a suit over his handling of her finances, an appeals court has ...