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  1. Click ‘Get Form’ to open the cuist in the editor.
  2. Begin by entering the Client’s Name and Date at the top of the form. This information is essential for identifying the individual being assessed.
  3. In the 'Client Vulnerability' section, check all applicable factors that describe the client's circumstances. Provide examples or comments in the space provided to clarify each point.
  4. Move to 'Influencer Authority/Position of Power'. Again, check all relevant boxes and add any specific details that may apply to the influencer's relationship with the client.
  5. Next, assess 'Actions or Tactics'. Mark any actions that you believe are being used against the client and provide additional context where necessary.
  6. In 'Unfair or Improper Outcome(s)', indicate any negative outcomes observed. This helps in understanding the impact of potential undue influence on the client.
  7. Finally, review your selections in the Summary section and check all boxes that apply based on your assessment. Ensure all fields are completed before saving or sharing.

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Proving Undue Influence The vulnerability of the victim. Evidence of this may include the victims: The influencers apparent authority over the victim. To show this, one may demonstrate the influencers status as a: The actions or tactics used by the influencer. Unfairness of the resulting will or trust.
Gifts. It is not unusual to see an elderly person make gifts as a result of undue influence. These can be cash gifts through checks or withdrawals from bank accounts. However, a person might give the influencer a car, items of valuable personal property or jewelry.
Under California law, UI or Undue Influence occurs when the senior is reasonably capable but is at risk due to various other factors. These can include cognitive decline, dependence, and/or isolation. Sometimes Undue Influence is done by a stranger or a new person who perpetrates in the victims life.
Undue influence is a crical part of any type of senior abuse financial, physical, or sexual. Some seniors are more likely to be vulnerable to undue influence because they are more trusng in nature, or have a reason to be dependent on someone else.
Undue influence in California law is defined in the Elder Abuse and Dependent Adult Civil Protection Act as excessive persuasion that causes another person to act or refrain from acting by overcoming that persons free will and results in inequity. Cal.

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Understanding the Four Elements of Undue Influence in California Trust Disputes Vulnerability of the Victim. The first element is the vulnerability of the victim. Apparent Authority of the Influencer. Actions or Tactics Used by the Influencer. Equity of the Result.
California Defines Undue Influence ​In determining whether a result was produced by undue influence, all of the following shall be considered: Vulnerability of the victim (e.g., cognitive impairment, illness, disability, injury, education, emotional distress, isolation, recent loss, or dependency).

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