Lack of Mental Capacity: Trusts

Orlando Trust Litigation Attorney

As one reaches an advanced age, their mental capacity is often disputed relating to wills, trust and estate intentions and wishes outlined in a will or trust they have set up.

There are two sides of the coin regarding lack of mental capacity in creating or developing a trust. One side is that the individual who wishes to set up the trust is mentally stable and the other is that the individual at the time of setting up the trust did have a reduced or lack of mental capacity to make sound independent decisions regarding a trust.

Weather a reduced or lack of mental capacity to make sound independent decision exist or not, trust litigation cases typically arise to dispute the trust in order to correct or stop a perceived injustice.

Anthony J Diaz represents beneficiaries of trusts and those who wish to dispute a trust, as each trust litigation case is unique and therefore have their own mitigating circumstances to bring to light. We utilize every legal tool available, as well as our many years of experience, to protect your legal rights in trust litigation cases.

Contact our office today by calling (407) 647-7887 to speak with an experienced Orlando Trust Litigation Attorney who fights for the rights of those who are engaged in trust litigation relating to a reduced or lack of mental capacity.

In order to successfully dispute a trust for reduced or lack of mental capacity, you must prove the individual who set up the trust:

    • Did not or does not understand the nature of the testamentary act.
    • Did not or does not understand or recollect the nature and status of his or her property.
    • Did not or does not recall or and understand his or her relationship to living relatives whose interests may be affected by the trust or intentions outlined in a will.
    • Did not or does not recall or understand they were subjected to an undue influence by another while making the disputed decisions.

It is important to remember the testator’s competence is not judged based upon their current mental state or the mental state of their passing, but the mental capabilities of the point in time when the trust was officially executed.

If it is proven the individual was fully aware and competent to make sound independent decisions at the time they executed the will, a lack of mental capacity will typically not be awarded in trust litigation cases, therefore not affecting the validity of the trust.

Likewise, if it is proven the individual was not fully aware and competent to make sound independent decisions at the time they executed the will, the court will follow the letter of the law in determining the status, validity, and what is fair to all parties involved regarding the trust.

Over the years we have assisted many Orlando, Winter Park, and Central Florida area clients in resolving trust litigation disputes relating to lack of mental capacity legal issues.

As an experienced attorney serving Orlando, Winter Park, and Central Florida area residents in trust litigation, we diligently investigate, analyze and fight to protect the legal rights of those engaged in trust litigation disputes relating to a reduced or lack of mental capacity.

Contact an experienced Orlando Lack of Mental Capacity Attorney at CPLS, P.A. today by calling (407) 647-7887 or by utilizing our online case submission form. All consultations are confidential.