Joint accounts—the most confusing asset in the estate planning word. Especially joint bank accounts. They start off relatively harmless with a parent naming one of their children as a joint account holder to help pay bills and manage finances. But rather than add a child only as an agent over the account (which would expire
"Clear and Convincing Evidence"
Undue Influence–Supplanting the Intent of Another in California Trusts and Wills
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The concept of “undue influence” can be used to invalidate a Will or Trust. What is undue influence? According to the California legislature “undue influence” is the taking of an unfair advantage of another’s weakness of mind. In a word: coercion. For example, a caretaker befriends an elderly person and takes over the elder’s financial…