Question
According to this statement: there's a family exception to the presumption of undue influence when the drafter is also a beneficiary. It's fine for the
According to this statement: there's a family exception to the presumption of undue influence when the drafter is also a beneficiary. It's fine for the drafter of a will to be a beneficiary, so long as there is no more. 4 degrees of separation. Now here's how the degrees of separation works. Parents and children are only 1. Siblings are two degrees, An uncle would be 3, back down to your cousin. 4 right. You can do wills and still be a beneficiary in them as long as they're 4 of separation maximum. So how can you do wills for your parents, your siblings, your grandparents, your aunts and uncles, and your cousins? If you as a drafter of the will are more than 4 of family separation away from the testator, or if they're not related at all and you still get a gift, you're toast. You can't get around it by inserting in the will a gift to your sister or your dad or anybody, any beneficiary, has to be no more than three degrees of separation from you as a drafter.
So if the the drafter of a will is also a beneficiary, according to this statement ow many degrees of separation are permitted before a certificate of independent review is required: 3 or 4?
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