Recent Changes in Testamentary Capacity Rules

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Estate planners and litigators face new challenges in light of recent developments in case law and statutory changes affecting the law of testamentary capacity. Gone are the simple rules that estate planners have used for their entire careers. Now, new rules challenge even the most experienced lawyers. And the rules keep evolving.

What standard would you apply in assessing a person’s mental capacity to perform the following acts?

Originally published in The Bar Journal on May 15, 2016.

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