Undue Influence: Definitions and Applications - California Courts ...

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References AARP. (2003). Off the hook: Reducing participation in telemarketing fraud. Washington. DC: Author. American Bar Association & American Psychological Association. (2008). Assessment of older adults with diminished capacity: A handbook for psychologists. Washington D.C.: American Bar Association and American Psychological Association. American Psychiatric Association. (1994). Diagnostic and statistical manual of mental disorders (4 th ed.). Washington, DC: Author. Bernard v. Foley, 139 P. 3d 1 1196 (Sup. Ct., Calif., 2006. Blum, B. personal communication, July 24, 2009. Blum, B. (2010). IDEAL. Retrieved February 28, 2010 from http://www.bennettblummd.com/undue_inf . Bejerot, N. (1974). The six day war in Stockholm. New Scientist, 61(886), 486-487. Blinder, M. (2003). Psychiatry in the everyday practice of law: A lawyer’s manual for case preparation and trial (4th ed.). Eagan, MN: Thomson West. http://www.lawinfo.com/biz/blinder/mental.html Bromley, D. G., &. Hadden. J.K. (1993). The handbook on cults and sects in America. Greenwich, Conn: JAI Press. Cialdini, R. (2008). Psychology of Persuasion (5 ed.). New York Allyn & Bacon. Coffey, C . E. & Cummings, J. L. (Eds.) (2000). Textbook of geriatric neuropsychiatry. (2nd ed.). Washington, DC: American Psychiatric Press. de Fabrique, N., Romano, S. J., Vecchi, G. M., & Van Hasselt, V. B. (1999). Understanding Stockholm syndrome. FBI Law Enforcement Bulletin. Retrieved from http://www.fbi.gov/publications/leb/2007/july2007/july2007leb.htm#page10 117
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UNDUE INFLUENCE: DEFINITIONS AND AP
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Claims of undue influence can be di
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probate courts. They encounter it a
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4. Focus groups with San Francisco
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More recent law is contained in Cal
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searching bibliographic databases a
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submissiveness to point that victim
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Elements of Undue Influence Describ
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Category I Category II Category III
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Category I Category II Category III
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Focus Groups To gain greater insigh
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for love, emotional attachment, or
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who would deliver the money.’’
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esidence (as opposed to, for exampl
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percent), followed by a change in a
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escinding the sale of the house. Ri
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Capacity Declaration Form The menta
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Case Examples Case Five A 75-year-o
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to undue influence and to more reli
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Project staff have been invited to
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APPENDIX A REPORTS OF CASES DECIDED
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The facts upon which the allegation
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APPENDIX B A STATUTORY DEFINITION O
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whether undue influence has taken p
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etween the testator and the influen
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guardian/ward, physician or nurse/p
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undue influence reduced from the ca
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said at times that she was afraid o
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According to Dr. Spar, the common r
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disposition to exert undue influenc
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her overall mental and physical wea
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Familial relationships are frequent
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This presumption of undue influence
Page 67 and 68: element (4) requires a disposition
Page 69 and 70: intentions of testator). However, w
Page 71 and 72: APPENDIX C Literature Review on Und
Page 73 and 74: 7. How professionals exploit relati
Page 75 and 76: that can be brought to bear in doin
Page 77 and 78: professionals who became controvers
Page 79 and 80: • Hostage takers threaten to kill
Page 81 and 82: Walker identified four general char
Page 83 and 84: of anxiety, avoidance behavior and
Page 85 and 86: and Vicary later retracted some of
Page 87 and 88: protecting themselves against manip
Page 89 and 90: not exhibit Stockholm syndrome, law
Page 91 and 92: financial gain. Others have focused
Page 93 and 94: esult or outcome of the undue influ
Page 95 and 96: Association, 2008). Naimark (2001)
Page 97 and 98: 2. Power Differentials Undue influe
Page 99 and 100: goes back even further. Abraham Nie
Page 101 and 102: the signing of contracts, the contr
Page 103 and 104: to the accused to show that there w
Page 105 and 106: The authors note that courts tend t
Page 107 and 108: ing a claim that the church had use
Page 109 and 110: 8. An elder’s will, living will,
Page 111 and 112: covered under the prohibited transf
Page 113 and 114: ecovery of damages, attorneys’ fe
Page 115 and 116: As noted earlier in this literature
Page 117: witnesses with respect to the impor
Page 121 and 122: Naimark, D. (2001). Financial explo
Page 123 and 124: Rusch, J. J. (1999). The social eng
Page 125 and 126: APPENDIX D Capacity Declaration For
Page 127 and 128: CONSERVATORSHIP OF THE PERSON ESTAT
Page 129 and 130: APPENDIX E Court File Review - Deta
Page 131 and 132: Table 8. Age of proposed conservate
Page 133 and 134: Table 12. Proposed conservatee’s
Page 135 and 136: Table 16. Other traits of alleged a
Page 137 and 138: Table 21. How long has the alleged
Page 139 and 140: Table 24. Other elements/characteri
Page 141 and 142: Borchard grant file review 1. Case
Page 143 and 144: Borchard grant file review 12. Tact
Page 145 and 146: Borchard grant file review 20. Does
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