Joint Account with Wife not Product of Undue Influence

The transfer of more than $6 million to a joint account with the decedent’s wife six years before the decedent’s death was not invalid due to lack of testamentary capacity and was not the product of undue influence, notwithstanding that the wife had a power of attorney and the decedent was suffering from dementia.  Hill Estate, 7 Fid.Rep.3d 289 (Montgomery Co. O.C. 2017).

Print Friendly, PDF & Email

Comments are closed.