Undue Influence: Key Considerations

July 25, 2024 | By Amiel Wade
Undue Influence: Key Considerations Undue influence in legal terms occurs when an individual is coerced into making decisions about their will, trust, or conservatorship that do not reflect their true intentions. Recognizing the grounds for this claims is essential for protecting the rights and wishes of your loved ones.

Key Indicators of Undue Influence

  • Vulnerability of the Victim: Often, the influenced party may be elderly, ill, or otherwise mentally compromised, making them susceptible to manipulation.
  • Influencer's Authority: The influencer might be a caregiver, family member, or anyone in a position of trust or authority over the vulnerable person.

Actions Suggesting Undue Influence

  • Isolation from Others: Restricting the victim's contact with family and friends to manipulate their decisions regarding financial matters or estate planning.
  • Changes to Financial or Legal Documents: Sudden alterations in wills, trusts, or power of attorney documents, especially when they disproportionately benefit the influencer.

Effects of Undue Influence

  • Disinheritance: Family members who would naturally inherit may be cut out of wills or trusts.
  • Altered Trust Structures: Unusual changes to the structures of trusts and conservatorships that benefit one party disproportionately at the expense of others.
To contest decisions made under undue influence, it is imperative to demonstrate the manipulator's control and the victim's vulnerability at the time of the decision. Legal professionals, such our attoneys at Wade Litigation, provide guidance and representation to challenge such overreaching influences effectively. Recognizing and understanding the signs of undue influence can safeguard individuals and their families from exploitation, ensuring that their financial and legal affairs truly reflect their desires and intentions.
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Amiel Wade

Founder and Managing Partner

Amiel is the firm’s Founder, President and Managing Partner. He specializes in civil litigation, conducting jury trials in complex cases and in helping individuals and businesses in every phase of their development. He has been practicing law for over twenty-five years. He also has served as both a judge pro tem and an arbitrator for the Santa Clara County Superior Court, and has guest lectured at Stanford University.

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