Undue Influence Claim in Property Transfers

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Undue Influence Claim in Property Transfers

An undue influence claim in property transfers refers to a legal assertion that a property transfer, such as a will or deed, was executed under the coercive influence of another party, rather than the free will of the person making the transfer (the grantor or testator). This claim is typically raised in probate or civil litigation to contest the validity of the transfer based on the argument that the transferor was manipulated or pressured into making decisions they would not have made independently.

In evaluating an undue influence claim, courts generally consider several factors, including the relationship between the parties involved, the mental state of the grantor, and the circumstances surrounding the property transfer. For instance, if the person receiving the property had confidential or fiduciary ties with the grantor, such as a caregiver or close family member, it could raise suspicions of undue influence.

Examples of undue influence might include a scenario where an elderly individual, suffering from cognitive decline, is persuaded by a relative to change their will to benefit that relative, despite their prior intentions to distribute their assets differently. If it can be demonstrated that the relative exerted excessive pressure, manipulated the grantor’s desires, or took advantage of their vulnerability, a court may rule that the property transfer is invalid due to undue influence.

Ultimately, successful claims of undue influence require proving that the influence was not just persuasive, but that it overpowered the grantor’s free will, leading to an inequitable result.

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