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Articles Posted in Probate and Trust Litigation

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In Undue Influence Case, Tennessee Court Holds Marriage Does Not Necessarily Establish Confidential Relationship

In a case with potentially significant ramifications for other undue influence cases, the Court of Appeals of Tennessee ruled that, just because the Wife and Husband were married (for 17 years, no less), that fact did not establish a confidential relationship. Establishing a confidential relationship in undue influence cases is…

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Jury Verdict In Favor of Pepper Client in Undue Influence and Breach of Trust Case

On July 18, 2013, a jury in Davidson County, Tennessee returned a verdict for a client of the firm who was represented by attorney J. Ross Pepper. The firm’s client was the defendant (“Defendant”) in an undue influence case. The plaintiff (“Plaintiff”) in the case also alleged that the Defendant…

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Strict Compliance with Statutory Requirements for Wills Reaffirmed by Supreme Court of Tennessee

The Supreme Court of Tennessee, in a recent case, reversed a decision of the Court of Appeals of Tennessee in which the appeals court had relaxed one of the requirements for a valid will and had upheld the validity of a will which did not strictly comply with a rule…

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Joint Bank Account With Right Of Survivorship Case: Tennessee Court Of Appeals Lays Ground Rules

In our practice, we are pretty frequently involved in cases (usually undue influence cases) where parties, usually relatives, are at odds over who should receive funds owned by a deceased relative in a bank account, or certificate of deposit. A recent case from the Tennessee Court of Appeals, Guess v.…

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Enforcing Mechanics and Materialmen’s Liens In Tennessee

To say that Tennessee law which governs the rights of contractors and subcontractors to place liens on property is complex and full of potential pitfalls is an understatement. If you are owed money for work or materials, you should consult with a qualified, experienced construction lien attorney as soon as…

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Recent Will Contest And Undue Influence Case Involving Caretakers: Tennessee Court of Appeals Holds No Claim Because No Confidential Relationship

In what might be described as a “battle of the caretakers” undue influence and will contest case, the Tennessee Court of Appeals decided in favor of the proponents (and beneficiaries) of the will, and against the relatives who claimed that the will was the result of undue influence. What makes…

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