Trusts; Undue Influence; Alzheimer's Disease
A wealthy elderly North Carolina landowner's wife died, leaving him a life estate in her assets with the remainder interest to their grown children. When it appeared that he was developing Alzheimer's, and was keeping company with a much younger woman to the exclusion of his children, and spending extravagantly, the children retained the Firm to protect their future inheritance of their parent's estate. The Firm negotiated a new trust agreement for the family to achieve their goals.
