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…
Articles Posted in Probate and Trust Litigation
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…
Statutes of Limitations Applicable to Mutual Will Cases in Tennessee
The Supreme Court of Tennessee has issued an opinion clarifying which statutes of limitations are applicable to cases involving the breach of a contract to make mutual wills. If you are involved in a mutual will case, and are worried that your case might be barred by the statute of…
Evidentiary Issues in Undue Influence and Will Contest Cases
The Supreme Court of Tennessee has recently issued an opinion in an undue influence and will contest case which speaks to what type of evidence a party can use, at trial, to attempt to set aside a will based on undue influence. In will contest cases, undue influence cases, breach…
Joint and Mutual Will Cases: Tennessee Law
Often in Tennessee, a husband and wife will sign a will in which both leave their property to the surviving spouse. Sometimes, particularly it seems, when the husband and/or wife have children from a previous marriage, will contest cases are brought to determine whether the surviving spouse is bound by…
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…
Court Of Appeals Of Tennessee Upholds Ambiguous Codicil To Will
Rather than executing an entirely new will to change a provision in a will or, in order to make a specific bequest of property, sometimes a person will execute a codicil to an existing will, which, in effect, changes the will. Generally, codicils to wills are enforceable in Tennessee to…
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.…
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…
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…