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Will Contest in Substantial Estate

April 2009

Rick Hall and Mike Tanner were associated by other attorneys as litigation counsel to pursue a will contest on behalf of seven heirs on grounds that the will, which was executed shortly before their family member’s death, was the product of the testator’s incompetence and undue influence by the ultimate beneficiaries of the challenged will. The case involves complicated estate tax issues as well as claims involving breach of fiduciary duty in the handling of closely-held family businesses. Tax counsel has advised that this estate will likely be the largest in the State of Alabama for which an estate tax return will be filed in 2009.

Related Practice Area: Estate & Trust Litigation

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