As a trust litigation attorney in Sacramento, I often make or defend against allegations of undue influence in the context of a trust amendment that favors one beneficiary over another. In this setting, what is the proper role of a mental health expert, such as a forensic psychiatrist, with regard to evaluating undue influence? Last February I wrote on this issue, discussing my recent experience in the probate department of San Joaquin County Superior Court.
An article entitled “Assessing Undue Influence,” in the September 2016 issue of The Journal of the American Academy of Psychiatry and the Law, takes up the subject. Written by two psychiatrists, Daniel A. Plotkin and James E. Spar, and an attorney who litigates trust/estate disputes, Howard L. Horwitz, the article seeks to sharpen the focus for mental health professionals who take the witness stand in undue influence cases in the context of testamentary instruments, such as wills and trusts.