Understanding the Legal Claims of Testamentary Capacity and Undue Influence

In an article published in the November 2016 issue of the Journal of Financial Service Professionals, John Schiller discussed the two principal ways that a testamentary transfer of property can be challenged.  In this piece, written with the assistance of Jamie Price, John also emphasized that one should have an understanding of the applicable state laws and case law which govern wills, trusts, or inter vivos transfers of property when he or she becomes involved in a dispute over the legitimacy of such documents.