What constitutes undue influence sufficient to invalidate a deed? In Erikson v. Erikson, 105 Mass. App. Ct. 1115 (February 24, 2025), the Appeals Court of Massachusetts affirmed the Land Court’s invalidation of a deed on the...more
The Probate & Fiduciary Litigation Newsletter compiles recent Trust & Estate cases.
Brother Gets the Cat – and Not Much Else -
Where the decedent left his brother his “beloved old cat” and a small sum of money, and...more
2/14/2020
/ Appeals ,
Attorney-Client Privilege ,
Beneficiary Designations ,
Contract Drafting ,
Decedent Protection ,
Executors ,
Failure to Monitor ,
Fiduciary Duty ,
Inheritance ,
Marriage ,
Medical Expenses ,
Medical Reimbursement ,
Premiums ,
Probate ,
Spouses ,
Testamentary Trust ,
Testators ,
Trust Assets
Disinherited Son Loses Bid in New York to Share in Father’s Estate Based on Brother’s Promise -
Matter of Estate of Fogel, No. 2006-1234/B (Kings Sur. April 10, 2019) -
A disinherited son tried to make a claim on the...more
Disinherited Children Lose Challenge to Mother’s Will in New York Surrogate’s Court -
Matter of Loe, 2019 WL 657041 (N.Y. Sur. Feb. 13, 2019) -
Can disinherited children challenge their mother’s will based on possible...more