Undue Influence Unveiled: Protecting the Vulnerable

Elder Law Report

In this episode, we tackle the complex and often heartbreaking issue of undue influence in estate planning. With insights from litigation Attorney Jane Dearwester and the compassionate host Jordan McIntyre, we shine a light on how vulnerable individuals are sometimes manipulated into altering their wills or trust documents for the personal gain of others. Through compelling case studies, we illustrate the concerning realities of family members or caregivers misusing their positions of trust to exploit the elderly.
Listeners can expect to learn about the legalities surrounding undue influence and the evidentiary requirements involved in proving such cases in North Carolina. Dive into pivotal discussions about identifying signs of coercion, recognizing the motives behind manipulative behaviors, and understanding the protections the law offers to safeguard against these despicable acts.
Ultimately, we underscore the importance of proper estate planning as a tool to prevent such scenarios, enabling individuals to have their wishes respected even in vulnerable moments. Join us for a heartfelt conversation with valuable insights that could make a difference to you or your loved ones. Don’t forget to subscribe, share with your community, and follow our journey in fighting for what’s right!

Chapters

1. Introduction to Undue Influence Litigation (00:00:00)

2. Identifying Coercion and Manipulation in Estate Planning (00:19:16)

3. Legal Standards and Proving Undue Influence in North Carolina (00:46:55)