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Articles Posted in Probate and Trust Litigation

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Recovering Payment for Expenses or Services Provided for a Deceased

In Tennessee, family members and non-family members alike often provide care, perform services or pay for expenses for someone who passes away without compensating the person who provided the care or services or who paid expenses on their behalf. Can a family member or non-family member recover for care, services…

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Litigating Contracts with “No Oral Modification” Clauses

Many breach of contract cases in Tennessee involve written contracts which contain what I refer to as “no oral modification clauses.” Although the language of these types of clauses differs, they usually say something like this: “This Agreement may not be amended, modified, changed or extended except by a written…

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Unfairness and Favoritism Do Not Equal Undue Influence

  Two fairly recent Tennessee undue influence cases prove a point:  To win an undue influence case, the plaintiff (or contestant if it is a will contest) must prove more than mere unfairness or favoritism. Both cases involved alleged undue influence with respect to deeds for land.  In the first…

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Undue Influence of Son Results in Will Being Declared Invalid

Tennessee will contest cases, especially will contests where the basis for trying to set aside the will is undue influence, are often all about suspicious circumstances.  As Tennessee courts have observed for years, in many cases (I believe most), the only way to prove undue influence is by circumstantial evidence. …

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Life Insurance Policy Proceeds: How Tennessee Law Protects Those Proceeds for Surviving Children and Spouses

There are Tennessee statutes which protect the proceeds of life insurance policies for surviving spouses and children even when the deceased parent may have owed creditors more money than the policy benefits at the time of his or her death.  Not only do the statutes protect the proceeds of life…

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Joint Accounts with Rights of Survivorship and Payable on Death Designations

In Tennessee, a bank account, certificate of deposit, money market account, or other type of financial account may be maintained as a joint account with a right of survivorship.  Such accounts may also be maintained as single owner accounts, but be made payable on death to a named beneficiary.  Payable…

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Lessons from Daniel Kahneman’s Thinking Fast and Slow

Daniel Kahneman’s bestseller, Thinking Fast and Slow, is not only a fascinating read, but also, it contains insights that can be an immense help to clients in making decisions about their cases, choosing lawyers, negotiating settlements, and evaluating the advice of their lawyers.  Here is what clients (and trial lawyers)…

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Using the Dead Man’s Statute in Tennessee Probate Lawsuits

The Tennessee Dead Man’s statute can be a major factor in the outcome of probate lawsuits in Tennessee, in some cases.  How so? It can prevent the admission of pivotal evidence at trial. The key to understanding the Dead Man’s statute is to understand what it is supposed to prevent. …

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