Undue Influence Expert Witness and
Litigation Consultant

Undue influence claims rarely turn on a single dramatic act. More often, the central question is whether a pattern of dependency, isolation, fear, deception, emotional pressure, or exploitation caused a vulnerable person to make a decision that no longer reflected independent judgment.

Bennett Blum, MD helps attorneys and courts evaluate these claims through forensic psychiatric analysis of vulnerability, capacity, relationship dynamics, manipulation tactics, and the behavior of the alleged influencer. His work is especially relevant in probate litigation, trust and estate disputes, elder financial exploitation cases, high-value family wealth disputes, and selected business or professional-misconduct matters.

What Must Be Analyzed

  • The alleged victim's vulnerabilities and decision-making abilities at the relevant time

  • The relationship between the alleged influencer and the influenced person

  • Patterns of isolation, dependency, emotional manipulation, secrecy, or active procurement

  • Whether the challenged decision was consistent or inconsistent with prior values, relationships, and intentions

  • Whether apparent consent was the product of accurate information and free choice, or of distortion, fear, dependence, or misplaced trust

How Dr. Blum Helps Attorneys

  • Case consultation before expert designation

  • Review of pleadings, medical records, estate-planning records, financial records, depositions, and witness accounts

  • Analysis of recognized undue influence models, including IDEAL and other behavior-based frameworks

  • Identification of discovery needs and useful witness testimony

  • Assessment of opposing expert opinions

  • Expert reports, deposition testimony, and trial testimony when appropriate

Attorney Case Inquiries

Dr. Blum accepts a limited number of selected matters. Priority is given to cases that are complex, high-stakes, or likely to clarify important issues for a court, institution, family, or vulnerable population.

Attorneys may submit a non-confidential case inquiry through the Contact page. Do not send confidential materials, protected information, records, pleadings, discovery, or documents until conflicts have been checked and a written engagement agreement is in place.

Submitting an inquiry does not retain Dr. Blum, does not create a physician-patient relationship, does not create an expert-consultant relationship, and does not preclude Dr. Blum from being retained by another party unless and until a written engagement agreement is signed.

For other service pages, see Mental & Testamentary Capacity and Litigation Consulting.

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