ATTORNEY NEWSLETTER

Beneficiaries Exerting Undue Influence: Writing Other Beneficiaries Out Of Trusts

Beneficiaries

Whether money is the root of all evil or not, it sure causes a lot of problems. Perhaps most poignantly within families, where greed, old grudges or resentments displace love and affection. Whatever the scale and wherever the turf, family feuds over money are never pretty. That’s particularly true where one family member exerts undue influence over a parent, for example, and talks the parent into writing a sibling out of an estate plan entirely. Or perhaps the scheming family member is himself a trustee of a family trust and can increase his own eventual share of the estate by writing someone else out of the trust. . We see these types of cases at Evans Law Firm. If you are the victim of undue influence regarding a trust or know someone who was, call us today at 415-441-8669.

Undue Influence and Financial Elder Abuse

Cases of undue influence or financial elder abuse sadly occur within families all the time. In perhaps the most notorious case to date, the only son of the country’s wealthiest woman stole millions from her in her old age and convinced her to disinherit her grandson, his own son. Not all cases are as sordid or blatant, of course, and undue influence and financial or emotional elder abuse can be subtle and virtually undetectable……until it’s too late.

Recourse

Action can be taken against this type of behavior. At Evans Law Firm, our trust and estate attorneys have immense experience in these types of cases. If you or someone you know has been wronged by a beneficiary exerting undue influence on a senior and their trust, do not wait idly; there may be a solution.

Contact Us

If you or a loved one been the victim of trust and estate fraud in the form of beneficiaries writing other beneficiaries out of trusts in San Francisco County, or in any California county, contact the Evans Law Firm trust and estate attorneys at (415) 441-8669, or by email at info@evanslaw.com. Our attorneys have experience with complex financial contracts and large insurance companies. We can help guide your case through a jury trial or toward an equitable settlement. We handle cases involving physical and financial elder abuse, qui tam and whistleblower law, nursing home abuse, whole life insurance and universal life insurance, and indexed, variable, and fixed annuities.