In Chabot v. Estate of Sullivan, the decedent’s attorney probated a holographic will as a muniment of title. No. 03-17-00865-CV, 2019 Tex. App. LEXIS 2145 (Tex. App.—Austin March 20, 2019, no pet.). A claimant then asserted a claim that the decedent sexually abused him. The tort claimant and the
Will Contest Litigation
When is a Will Not a Will? Court Determines that “Will” Was Not a Valid Will or a Valid Gift Deed and that Decedent Later Lacked Mental Capacity to Deed the Property
In Lemus v. Aguilar, relatives fought over ownership of a decedent’s home. No. 04-14-00609-CV, 2016 Tex. App. LEXIS 2685 (Tex. App.—San Antonio Mar. 16, 2016, no pet. h.). Elvira, the deceased, lived in her home for over 20 years with her boyfriend, Garza. Elvira and Garza were named managing…
A Beneficiary Can Seek to Remove an Executor or Trustee Without Triggering a No-Contest Clause
In Ard v. Hudson, a beneficiary sued testamentary trustees and executors for breach of fiduciary duty and also sought temporary injunctive relief and also sought a receiver. No. 02-13-00198-CV, 2015 Tex. App. LEXIS 8727 (Tex. App.—Fort Worth August 20, 2015, no pet. history). The trial court granted a summary…
Recent Trends in Will Contest Litigation (McLennan County Bar Association)
Every day, individuals change their wills, trusts, bank accounts, and other estate documents. These changes often impact beneficiaries and others who expect to receive benefits under these documents. When the changes result in an individual receiving fewer assets than before, litigation can arise. Claims of undue influence and mental incompetence…
Recent Trends in Will Contest Litigation in Texas
This presentation addresses recent issues in will-contest litigation, including:
- Clauses that impact will-contest litigation
- Will-contest procedural issues
- Recent undue influence and mental competence precedent
- Ethics issue—the lawyer witness
Read Here: Recent Trends In Will Contest Litigation In Texas