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.
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.
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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