Wills and Navigating Undue Influence

On this episode of Aging Vibrantly, we demystify the world of wills and undue influence in estate planning.

Understanding the legalities of a will, undue influence and court proceedings can be complex. So, we speak to two lawyers, Joanna Weiss, and Emily Caza from Whaley Estate Litigation Partners (WEL Partners) to help us break down these issues and to clarify the following issues:

What exactly is a will, and why do you need one What happens when you do not have a Will The differences between a Will, Power of Attorney, Executor and Attorney Having Capacity to make a will, and What happens when a vulnerable person is secretly coerced or manipulated into changing their will, leaving behind a trail of hurt feelings, family and legal disputes? We explore these questions and dive into what undue influence is, the subtle and not-so-subtle signs that it may be happening, and how to recognize it and challenge it in court.

In this lively discussion we equip you with the knowledge to help you feel empowered, and more informed about wills and estates.

Until Next Time... Stay Vibrant!

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Episode Resources:

WEL PARTNERS

https://welpartners.com/

Wel Partner Resources:

'A Lawyer's Duties and Obligations Where Capacity, Undue Influence and Vulnerability are at Issue in a Retainer' by Kimberly A. Whaley and Kate Stephens, Volume 48, Issue 4, September 2018

https://welpartners.com/resources/WEL-The-Advocates-Quarterly-Volume-48-Issue-4-A-lawyers-duties-and-obligations.pdf