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Wealth Management › Vulnerable Victims

The Estate Lawyers

Protecting Clients and Their Estates from Undue Influence - Part 1: Understanding and Identifying Undue Influence

The Estate Lawyers on

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 acrimonious litigation...more

Lowndes

All Eyes on Oher: The Crucial Role of Quality Legal Counsel for Proposed Wards in Guardianship Cases

Lowndes on

Michael Oher, retired NFL star, filed a petition in probate court on Monday asserting that he was tricked into consenting to a conservatorship (in Florida we refer to this as guardianship) which he believed was an adoption by...more

Burr & Forman

FINRA Senior Protection Rules Effective Feb. 5

Burr & Forman on

A pair of FINRA Rule revisions designed to protect seniors from financial exploitation become effective February 5. The Rules require member firms to obtain “Trusted Contact Person” information and impose short...more

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