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Tennessee Probate & Estate Planning Attorneys


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ESTATE PLANNING, PROBATE & ELDER LAW NEWS

» Get Ready for the Fall
The bigger they are, the harder they (might) fall.

»  Trade In Your Social Security Check
Here's a ploy that lets seniors raise their long-term standards of living by paying the Social Security Administration tens of thousands of dollars.

» Podcast #3 - Living Trusts

This time the topic is living trusts.

The music is #40 (In Yugoslav Style) from Mikrokosmos, by Bela Bartok.


MP3 File

» Intentional Interference with an Inheritance, and the Ellis Case

Besides an action to contest a Will, a frustrated beneficiary may attempt to proceed with a tort known as "intentional interference with an inheritance." In some cases, this may be the ONLY way in which the potential beneficiary can proceed.

In the Nemeth case (425 N.E.2d 1187), for instance, the decedent's stepdaughter (not an heir of the decedent) filed an intentional interference with an inheritance action against her step-sister because a successful Will contest would have done her no good.

A number of cases have followed, trying to explain the limits and ramifications of the tort. A recent case involves the estate of a woman named Grace Ellis (found here as a PDF). The case was brought by the Shriners Hospital for Children, beneficiaries under a previous Will, against a man named James G. Bauman (who was named as sole beneficiary and executor under the Will that was admitted to probate). Ms. Ellis evidently died in 2003, but the Shriners took no action to contest anything until 2006. Maybe their itty-bitty cars were in the shop all that time? Or (more likely), perhaps the Shriners had no idea that they were named as beneficiaries in a previous Will.

Anyway, the Shriners file their suit, making the same sorts of allegations as you might see in a Will contest (lack of capacity and undue influence). But, of course, they can't file a Will contest, because Will contests must be filed within six months after the Will in question was admitted to probate.

Can you use the intentional interference with inheritance tort to get around the six month period, since it isn't a Will contest? No, says the court.

» A Bridgeway Over Troubled Waters?
This aggressive fund did well last year, but will its strength last?