$1.7 MILLION – SISTER CUTS BROTHER OUT OF ESTATE
An elderly mother amended her estate plan several times to make sure her two children were treated equally. Whenever she gave cash or gifts to one child, she changed her will to provide an equal amount to her other child. As the mother’s mental capacity decreased, her daughter took control of her aging mother, isolated her and unduly influenced her to change her estate plan, leaving almost everything to the daughter. We represented the son who alleged that the changes to his mother’s trust were the result of undue influence by his half sister. The case was fully litigated and prepared for trial where it settled on the first day of trial.