Panel Affirms, Says No Undue Influence In Trust Amendment Disinheriting Son

(February 6, 2024, 2:16 PM EST) -- SACRAMENTO, Calif. — A California appeals court on Feb. 5 affirmed a lower court order determining that a woman had the mental capacity and was not unduly influenced by her children who were co-trustees when she amended her trust to eliminate a distribution to one of her sons, finding that the disinherited son failed to show a connection between the purported misrepresentations by the co-trustees and the amendment that eliminated the distribution to him....

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