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Hosted by The Tampa Bay Estate Planning Council

Recognizing Inter-Vivos Undue Influence with Patrick Lannon

Most inheritance litigation involving claims of undue influence arise in the context of a will or trust contest, and most of those cases revolve around whether the primary beneficiary actively procured the contested instrument. Active procurement can be difficult to prove (or disprove) because your single most important witness, the grantor, is dead, which means we have to litigate these cases based solely on circumstantial evidence.

Join us as Patrick Lanon discusses how our appellate courts could start doing a better job of distinguishing between testamentary and inter vivos undue influence cases.

5:15 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Thanks to our Council Partner

Wednesday, April 22, 2020
5:15 PM - 7:30 PM


The Tampa Club
Rotunda/Main Dining Room
101 E Kennedy Blvd Floor 41
Tampa   FL   33602
( )229-6028
Website for Location

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Speaker Profiles


Patrick J. Lannon, JD
Shutts and Bowen

Patrick is a graduate of Harvard Law School and a board-certified specialist in Wills, Trusts, and Estates. Patrick represents high-net-worth individuals both domestic and international with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated business succession, income, and estate tax planning strategies. He also assists personal representatives, trustees, and beneficiaries with estate and trust administration and advises fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.