In light of the current situation, we are offering our clients the opportunity to meet with us virtually, rather than in-person. Please click here to contact us or call 800-756-5596 to schedule your appointment
Our phone lines are currently down, please use 323-391-4162 as an alternative number. Thank you.

Make Informed Decisions
About Your & Your Loved Ones' Futures
Based On Experienced Advice

~|chevron-down~|font-awesome~|solid

Woman Pays for Exerting Undue Influence

| Jul 4, 2016 | Uncategorized |

That someone has used undue influence to pressure an elderly person into changing their will is very difficult to prove, so it is gratifying to see when someone who has done so is made to pay for it.

The battle over control of the Derzon Coins shop in Milwaukee has been going on for nearly a decade. The store’s founder, David Derzon, passed away from brain cancer in 2007. Thereafter, his wife Rebecca Derzon became the sole owner of the store.

She only survived her husband by eight months before dying from an overdose and that is when the fight over control of the store through her estate began. Those eight months turned out to be just long enough for Rebecca Derzon to become the victim of financial elder abuse.

Rebecca’s half-sister, Lori Laatsch, had been estranged from Rebecca for a long time. However, Laatsch got into contact with Rebecca when her husband was ill and caused Rebecca to rewrite her will. Instead of the estate being distributed between several other family members under the old will, the new will left 75% of the estate to Laatsch with the remainder going to one of Laatsch’s friends.

In 2012, a court threw out the new will after finding that Laatsch had used undue influence to get Rebecca to change her will. Laatsch was ordered to pay back $725,000 she had taken from the estate.

Recently, a court ordered Laatsch to pay an additional $1.2 million to the estate to reimburse it for the costs incurred in litigation over her fraudulent actions. The Milwaukee-Wisconsin Journal Sentinel reported this story in “Ex-Derzon Coins operator ordered to pay estate $1.2 million.”

Categories

Archives