63 Pages
  • 63 Pages

What Every Estate Planner Should Know About Undue Influence


Recognizing it, insulating and planning against it, and litigating it.

From a clinical vs. legal perspective, it has been found that the more risk factors of undue influence that are found to exist, the more likely it is that undue influence is occurring or has occurred. This white paper will focus on undue influence from three primary perspectives - the legal perspective, the litigation perspective, and the estate planner’s perspective.



Sandra D. Glazier, Esq.

Sandra D. Glazier, Esq.

Lipson Neilson Cole Seltzer & Garin PC

  • Shareholder with Lipson, Neilson, Cole, Seltzer & Garin PC
  • Concentrates practices in estate planning, estate and trust administration, probate litigation, pre and post nuptial agreements, and high net worth divorce
  • Past chairperson of the Oakland County Bar Assn’s (OCBA) Probate (2015-16) and Family Court (1998-99) Committees
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • J.D. degree, Wayne State University; B.A. degree, with high distinction, Wayne State University
  • Can be contacted at 248-593-5000 or [email protected]

Sandy and Tom have each published articles and given presentations on undue influence for: Bloomberg BNA; Trust & Estates Magazine; ABA; Notre Dame Tax and Estate Planning Institute; Kansas City Estate Planning Symposium; Michigan Institute of Continuing Education; OCBA Probate Committee; Wayne County Probate Court Appointed Lawyer’s Training Program; Wilmington Trust’s New York Estate Planners Symposium; State Bar of Michigan Probate and Estate Planning Journal

Thomas M. Dixon, Esq.

Thomas M. Dixon, Esq.

Clark Hill PLC

  • Partner with Clark Hill PLC practicing out of its Detroit, Michigan office
  • Trial lawyer and heads Clark Hill’s Litigation Practice Group firm-wide
  • Specializes in will, trust, estate and probate litigation involving claims of undue influence, lack of testamentary capacity, fraud, and duress
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • J.D. degree, Notre Dame University; B.G.S. degree, University of Michigan
  • Can be contacted at 313-965-8587

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