TRUST & ESTATE SERVICES

When Caring Crosses the Line

Issues, like undue influence in writing a will, are concerning for both benefactor and beneficiaries...

01.30.2018 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

When Caring Crosses the Line

Six wills in nearly seven years. That’s how many Ms. Kohut had drawn up, dividing her assets in differing portions among three children—two daughters and a son. The new wills generally reflected time spent with each daughter, her apparent preference for one over the other, and her changing views on who should get what. Was Ms. Kohut facing mental capacity issues in her later years? The court said no. You see after she died, a family member challenged the final will. The result: The last four wills were set aside because while there was no proof of lack of capacity, the court said there was undue influence. Had the daughters acted with evil intent and coerced their mother into making the changes? Once again, the court said no. However, the court did decide the wills “were the result of what those around her had in mind” and not Ms. Kohut’s independent wishes.

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Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

TRUST & ESTATE SERVICES

Preparing Heirs (video)

12.06.2017 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Tom Junkin defines what a successful wealth transfer looks like, what steps we can take now to start preparing our heirs for the eventual transfer of wealth ...

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