In every initial meeting or phone conference which I have had with a potential client about a will contest case, I inevitably am asked whether the potential client has a good case to set aside the will at issue, or, the other hand, to uphold it in the face of…
Articles Posted in Probate and Trust Litigation
Setting Aside a Default Judgment in Tennessee
A plaintiff may obtain a judgment against a defendant under Tennessee law, and under federal law, if the defendant does not file a responsive pleading within the required time. Under the Tennessee Rules of Civil Procedure, a defendant must file a written response to a complaint within thirty (30) days…
Recovering Attorneys’ Fees for the Misuse of a Power of Attorney
Tennessee courts have long followed the “American Rule” when it comes to deciding whether attorneys’ fees should be awarded to the prevailing party in a lawsuit. Under the American Rule, a prevailing party is entitled to an award of attorneys’ fees only under three circumstances. Those are: (1) Where the…
Breach of Contract Actions for Not Making a Will as Agreed
Tennessee recognizes a breach of contract cause of action for the breach of a contract as to how, and to whom, assets will be distributed at the death of the promisor. Most often, these claims arise where spouses have made mutual wills, but where the last deceased spouse has breached…
Old Age Alone Not Enough to Prove Undue Influence or Lack of Mental Capacity
In a recent case involving a challenge to an amendment to a revocable trust, the Court of Appeals of Tennessee upheld the trial court’s grant of a directed verdict to the defendants and against the two sons who had challenged the amendment. The case is significant because it demonstrates that…
Supreme Court of Tennessee Issues Opinion Related to Joint Bank Accounts
In a recent opinion in a breach of contract case brought against a Bank by a joint account owner, the Supreme Court of Tennessee overruled two lower courts which had decided in favor of the Bank. For owners of joint bank accounts, often referred to as “joint tenants,” the Court’s…
Significant New Case on Confidential Relationships in Tennessee Will Contest Cases
The Court of Appeals of Tennessee, in a recently decided will contest case, In re Estate of Ida Lucille Land, made what appears to be some new law on what circumstances can establish a confidential relationship between the person who made the Will and the person or persons alleged to…
In Tennessee, Revoked Wills Can Be Revived
Just because someone expressly revokes a prior will when they make a new will does not mean that the revoked will can never be effective again. Given, it is rare that a revoked will is revived in Tennessee probate litigation, but it has happened. In a recently decided probate lawsuit,…
What Does It Take to Revoke a Tennessee Will or Part of It?
Whether or not a will has or has not been revoked can sometimes be the subject of probate litigation in Tennessee courts. The answer to that question may also determine who receives a substantial amount of money or other property. There is a Tennessee statute, T.C.A. §32-1-201, which sets forth…
Will Contest and Undue Influence Cases in Tennessee: What to Expect
At the outset of a will contest case or undue influence case, clients often ask what to expect in terms of how the case will progress, what will need to be done before trial, and how long it will take to resolve the case. For starters, let’s talk about the…