There are two possible remedies to undue influence in creating estate plans.
The Texas Supreme Court recently had the opportunity to resolve an issue of influence in an estate plan. However, it chose against resolving the issue, according to the Wills, Trusts & Estates Prof Blog in “Unanswered Questions in Texas.”
Instead of suing the estate in probate court, as is done in undue influence cases, in a tortious interference with inheritance rights, the person accused of improper influence is sued directly for the damages that he or she has caused.
Depending on the jurisdiction and the facts of the case, this is a cause of action that can be used instead of or in conjunction with an undue influence claim.
The Supreme Court in Texas was asked to determine whether the cause of action exists in Texas. The lower Texas’ courts are split on the issue.
Instead of doing that, however, the court declined to do so. It determined that where undue influence exists, a constructive trust is a sufficient remedy for damages.
Do You Need To Speak With An Attorney About Estate Planning?
If you need to speak with an experienced estate planning lawyer please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. We proudly serve clients throughout California with offices in Torrance, Newport Beach, Orange, Woodland Hills and Pasadena.