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Category Archives: Undue Influence

EPlanning

Who Has The Burden Of Proof On Undue Influence Cases In Florida?

By Mark R. Manceri, P.A. |

Challenging a will due to undue influence can be a complex and emotionally charged process. The person contesting the will must prove that undue influence was involved. However, who has the burden of proof in such cases? Let’s discuss what constitutes undue influence in will contest cases and how to prove it. Our Pompano… Read More »

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ElderLaw5

4 Possible Defenses (Among Others) If You Are Wrongfully Accused Of Undue Influence In A Will Dispute

By Mark R. Manceri, P.A. |

Will disputes can be a challenging and stressful situation, especially when you are accused of undue influence. Being accused of undue influence in a will dispute can have a significant impact on your life and reputation. If you find yourself in this situation, it is essential to know your legal rights and fight against… Read More »

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Legal23

What’s The Difference Between Undue Influence And Lack Of Capacity In Estate Litigation?

By Mark R. Manceri, P.A. |

Estate litigation is a complex process, and understanding the nuances of undue influence and lack of capacity can make all the difference. It is not uncommon for interested parties, including beneficiaries, to challenge the validity of a will or trust based on undue influence or lack of capacity. Below, we will discuss what constitutes… Read More »

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UndueInfluence

Individuals Who Are The Most Susceptible To Undue Influence

By Mark R. Manceri, P.A. |

Estate planning is a critical step in protecting the assets you have worked hard to accumulate and safeguarding those assets for future generations. Unfortunately, there are those who may take undue advantage of vulnerable individuals in estate planning matters. Unfortunately, it is not always easy to recognize undue influence until it is too late…. Read More »

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EstPlan9

What Leads To A “Rebuttable Presumption” Of Undue Influence In Procuring A Will?

By Mark R. Manceri, P.A. |

A will is invalid if it can be proven that the document was procured by “undue influence.” The Florida Supreme Court has long held that there is a “rebuttable presumption” of undue influence when a “substantial beneficiary” of a proposed will had a “confidential relationship” with the testator and used that relationship to “actively… Read More »

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RetPlanning

Is “Eccentric” Behavior Proof of Undue Influence?

By Mark R. Manceri, P.A. |

It is not uncommon for family members to be shocked upon learning a loved one has left a significant part of their Estate to a non-family member. Such situations often give rise to complaints of “undue influence.” But suspecting undue influence is not the same thing as proving it. And even if the suspicions… Read More »

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LongTermPlan

Understanding Florida’s Presumption of Undue Influence

By Mark R. Manceri, P.A. |

In Florida, a Will is invalid if it is procured through “undue influence.” If a person objects to the probate of a Will on undue influence grounds, they bear the burden of proof. However, if a person (beneficiary) was both active in procuring the Will and is a substantial beneficiary of said Will, then… Read More »

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FinanPlan

How Do You Prove “Undue Influence” in a Florida Court?

By Mark R. Manceri, P.A. |

“Undue influence” is a type of fraud. Specifically, undue influence refers to a situation where one person effectively overrules the free will of another and effectively forces them to take some legal action. For example, a relative or aide might exercise undue influence to effectively coerce an elderly person into signing a will or… Read More »

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Legal11

The Presumption of Undue Influence in a Will Contest

By Mark R. Manceri, P.A. |

Estate planning is meant to ensure that a person’s wishes are carried out after he or she passes away. Unfortunately, this is not always what ends up happening, especially in cases where a testator was subject to undue influence before his or her death. Fortunately, heirs and beneficiaries who suspect that a deceased relative… Read More »

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ElderLaw5

How to Prove Undue Influence in a Pompano Beach Estate

By Mark R. Manceri, P.A. |

Sadly, some people look for ways to take financial advantage of others. This is not an uncommon situation when the elderly are involved. People indoctrinate themselves with older people with larger estates in hopes of benefiting financially through their Wills. Sometimes it is a new personal relationship or an existing one like a healthcare… Read More »

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