California Probate Code Section 86

Share

Legal Definition

“Undue influence” has the same meaning as defined in Section 15610.70 of the Welfare and Institutions Code. It is the intent of the Legislature that this section supplement the common law meaning of undue influence without superseding or interfering with the operation of that law.

Basic Definition

Section 86: “Undue influence” has the same meaning as defined in Section 15610.70 of the Welfare and Institutions Code. It is the intent of the Legislature that this section supplements the common law meaning of undue influence without superseding or interfering with the operation of that law.

In-Depth Overview & Use Cases

Section 86 provides a comprehensive definition of “undue influence,” as cross-referenced in Section 15610.70 of the Welfare and Institutions Code. It describes acts that manipulate or coerce a person to make decisions against their free will, particularly in financial or testamentary matters. Common use cases include contesting wills or trusts where undue influence by a caregiver, relative, or third party is suspected.

Application & Relevance

This section is widely referenced by probate litigation attorneys to challenge the validity of wills, trusts, or financial decisions made under questionable circumstances. Its relevance lies in protecting vulnerable individuals from manipulation, ensuring that testamentary documents reflect their true intentions.

Legal Scenario

Trust Litigation

Probate Code Impact

Section 86 is often cited in cases where undue influence is suspected in the creation or alteration of a trust. If a vulnerable individual is coerced into altering a will or trust, it could lead to the invalidation of such documents.

Legal Scenario

Trust Contests

Probate Code Impact

In trust contests, if undue influence is suspected, Section 86 provides the legal foundation to challenge the trust’s validity. The burden is on the contestant to prove that the trust was the result of manipulation or coercion.

Questions

What is the definition of “undue influence” as per Section 86 of the California Probate Code?

Undue influence refers to manipulation or coercion that causes someone to make decisions against their free will, particularly in financial matters. This definition supplements the common law definition of undue influence.

How does Section 86 apply in contested probate cases?

Section 86 is commonly used in probate litigation to challenge the validity of wills or trusts if there is suspicion that undue influence was exerted on the decedent by a third party.

What protections does this section provide to vulnerable individuals?

The section protects vulnerable individuals from being manipulated or coerced into making decisions, ensuring that testamentary documents reflect their true intentions.

Involved in a trust dispute?

 RMO offers professional legal representation to protect your interests.
Serving clients across California and Texas

Related Articles

Insights and advice on trust and probate estate litigation from our blog.