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Articles Posted in Probate and Trust Litigation

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Inconsistency Between Terms of Will and Payable on Death Designations Not Enough to Prove Undue Influence

In a fairly recent Tennessee undue influence case, relatives claiming undue influence by another relative argued that there was undue influence because the provisions of the decedent’s last will were inconsistent with payable on death designations to CDs and bank accounts. That argument was rejected by the trial court and…

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Choice of Law Provisions in Contracts: When Tennessee Courts Might Not Enforce Them

In many Tennessee cases involving written contracts, the contracts will contain provisions whereby the parties agreed that the substantive law of a state other than Tennessee would apply in any litigation between them. (In the absence of such a provision, Tennessee follows the rule of lex loci contractus whereby it…

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Parties Challenging the Validity of a Will Based on Undue Influence Lose Recent Will Contest Case

In Tennessee will contest cases where wills are challenged on the basis of undue influence, outcomes are often difficult to predict and depend on the unique facts of each case. A recent Tennessee case proves that point. As the Court of Appeals of Tennessee noted when it affirmed the decision…

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Understanding the Effects of the Tennessee Uniform Simultaneous Death Act

Spouses, children and parents, or other persons, who may be heirs of each other, sometimes die because of common accidents or disasters. As well, even in the absence of a common disaster or accident, sometimes spouses die within a short time of each other.  When those tragic events or nearly…

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Rights of “Children” Who are Not Formally Adopted to Probate and Non-Probate Assets in Tennessee

It happens that marriages occur, but children of one of the marrying spouses are not adopted by the other spouse. It also happens that these children are treated by the non-adopting spouse just like his or her own children despite never being formally adopted.  So, what are the rights of…

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Total Trust Does Not Equal Undue Influence

A recent Tennessee undue influence case proves that establishing undue influence requires more than proving that the person who was allegedly unduly influenced totally trusted the defendant. The case also illustrates how the outcome of fraud cases and undue influence cases depends so critically on the facts of each individual…

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Temporary Restraining Orders and Temporary Injunctions in Tennessee Business and Employment Litigation

Tennessee courts, if they follow the law, which they usually do, are very disinclined to make a party do something or to make a party refrain from doing something until the usual legal processes which occur after a lawsuit has been filed have taken place. The usual processes, which typically…

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Recent Case Lays Down New Law in Tennessee for Joint Bank Accounts of Spouses

In Tennessee, many spouses have joint bank accounts with rights of survivorship. Such accounts are considered accounts held by the spouses as “tenants by the entirety” unless the spouses have specifically agreed otherwise. Such accounts are referred to as “tenancy by the entirety accounts” or “entireties accounts.” A tenancy by…

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