Will Contest Cases and Alzheimer’s Disease

written by Kerry R. Peck

Often an elderly person who is afflicted with Alzheimer’s disease is the subject of undue influence by someone to change their Will. Unfortunately, unscrupulous relatives take advantage of the older adult persuading them to write a new Will favoring the wrongdoer and cutting out other family members.

Illinois law allows the filing of a lawsuit to overturn the Will that is the product of undue influence, but it must be filed within six months of the death of that person. Undue influence is defined as “any improper or wrongful constraint, machination or urgency of persuasion whereby the Will of a person is overpowered and he is induced to do or forbear an act which he would not do or would do if left to act freely”. The undue influence must be directly involved with the signing of a new Will.

A claim asserting the lack of testamentary (mental) capacity is often filed in conjunction with a lawsuit for undue influence. Testamentary capacity is defined as the ability of a person to understand or recognize the natural objects of their bounty, generally family. People that have Alzheimer’s disease are susceptible to both undue influence and are often lacking the mental capacity to sign a Will, Revocable Living Trust and Power of Attorney documents.

If you believe your loved one has been exploited by someone to write a new estate plan, contact Peck Ritchey, LLC for a no cost initial consultation. Peck Ritchey, LLC is the legal education partner of the Alzheimer’s Association Illinois Chapter. Managing Partner, Kerry R. Peck, served on the Board of Directors and frequently gives legal education seminars for the Alzheimer’s Association. For more information, contact Peck Ritchey, LLC at (312) 201-0900. We have convenient suburban offices in Lake Forest, Northbrook, Oak Brook in addition to our main office in Chicago. We are happy to welcome you to our client family.


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I solicited Peck Ritchey, LLC for assistance with a living trust for which I became the beneficiary. I needed assistance with understanding the details of how it all worked. However, I was especially concerned because there were threats of allegations made by family members and a lawsuit was filed against me. I needed a solid professional who had my best interests in mind. Peter Brady took my case and he managed it flawlessly. He explained everything in a way I could understand, he knew the law inside and out, he was always available to answer questions, and even offer support when things seemed like they could become extremely problematic. In addition to this, he had a plan. He navigated the course as if he already knew the next move by the opposing attorney. He made me feel like everything was in control and that’s because he knew exactly what he was doing and he consulted with me about everything. We ended up settling out of court and ultimately the court officially dismissed the lawsuit. I honestly believe if it wasn’t for Peter and his expertise this could have gone in an entirely different direction. Peter did a stellar job and I couldn’t be more pleased and impressed with his performance.

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