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Appeals Court Upholds Challenge to Disinheritance

The Massachusetts Appeals Court in Adler v. Adler (83 Mass.App.Ct. 1135, June 7, 2013) upholds a trial court’s finding that a mother’s disinheritance of her daughter were the result of her diminished capacity and undue influence by her brother.

Harold and Ruth Adler were long-time residents of Lincoln, Massachusetts. During the couple’s 60-plus year marriage Ruth was a primary homemaker, and Harold was a very financially successful engineer and entrepreneur. After selling his high-tech firm, Mitrol, he created a family-held corporation, Stratford Realty, which was engaged in land development. Both of their children, Bruce and Davina, had stakes in the company.

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