Mason & Helmers
We Welcome Your Call
  • Phone 651-323-2548
  • Toll Free 877-389-5533

Elderly woman's estate subject of will contest

There are many senior citizens in Minnesota who have a great deal of wealth but do not have a lot of family members or loved they could leave an inheritance to. While this situation may present a great opportunity for that person to leave their fortune to charities of their choice, it also presents an occasion for unscrupulous people to take advantage of an elderly person and funnel that person's wealth to himself or herself.

In Minnesota, when a beneficiary or former beneficiary under a will believes that a person has been duped into giving his or her wealth to another person, then that beneficiary could initiate a will contest. A will contest is not simply about a beneficiary getting a portion of a deceased person's wealth; it is also about protecting the wishes of the deceased against people who would seek to undermine those wishes.

A case from another state illustrates this point. At least two charitable organizations and at least one family member filed probate litigation after an elderly woman changed her will back in 2012 in order to leave the majority of her $2.7 million fortune to a police officer. The charities and the family member, who is disabled, were to receive substantial bequests under a prior will that the 2012 document superseded.

The plaintiffs contend that the officer exerted undue influence over the woman, even going so far as to shop around for attorneys until he found one willing to change the woman's will for her. Interestingly enough, another issue in the case is that this attorney has claimed an "extraordinary" amount of fees.

If an organization or person feels that a third party has unlawfully interfered with a loved one's final wishes, he or she may wish to speak with an experienced probate litigation attorney. This will help them better understand the situation and provide them with options to address any probate issues.

Source: Seacoastonline.com, "Assets detailed in disputed $2.7 million will," Elizabeth Dinan, July 6, 2014

No Comments

Leave a comment
Comment Information

For Assistance with Estate Disputes & Other Matters, Contact Us

To learn more about the firm and how we can assist you,
contact Mason & Helmers in St. Paul, Minnesota. Call 651-323-2548 or 877-389-5533 (toll free) to set up an appointment.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review
rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories — legal ability and general ethical standards.

Contact Our Attorneys

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Email Us For A Response
Mason & Helmers

Mason & Helmers
332 Minnesota Street
Suite W-3070
St. Paul, MN 55101

Toll Free: 877-389-5533
Phone: 651-323-2548
St. Paul Law Office Map