Tony Frank et al. v. Ronnie Fields

This case involves a claim of undue influence against an attorney-in-fact for his role in changing bank accounts and certificates of deposit owned by the principal to be payable on death to the attorney-in-fact. The principal, or decedent in this action, died at the age of ninety-five in January 2012. The decedent was survived by two nieces and three nephews, one of whom, the defendant, was the decedent’s attorney-in-fact and the personal representative of his estate. The decedent’s two nieces and one other nephew filed a complaint alleging undue influence arising from a confidential relationship. Following a bench trial, the trial court dismissed the complaint upon finding that although a presumption of undue influence had been raised by a confidential relationship between the attorney-in-fact and the decedent, the attorney-in-fact had successfully rebutted the presumption. The plaintiffs appeal. Discerning no reversible error, we affirm.