July/August 2016

Gifts to Caretakers: Gratitude or Disguised Malfeasance?

GPSolo Magazine
Robert Barton | Stacie L. Chau

Legislatures in several states have enacted statutes appropriately making it more difficult for unscrupulous caregivers to extract gifts. This article examines the background and purpose of statutory schemes, explores the applicability of the presumption of fraud or undue influence, discusses how to overcome the presumption, and concludes by providing tips for estate planners and attorneys representing fiduciaries and beneficiaries in jurisdictions with such statutes or which are considering such statutes.

READ: Gifts to Caretakers: Gratitude or Disguised Malfeasance?

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