Norton area Estate Planning Attorney B. von Weiss: Effect of Divorce

By
Real Estate Attorney with an Expertise in Estate Planning and Elder Law

The author Brigitte von Weiss of VON WEISS LAW OFFICE is an estate planning lawyer and elder law attorney in Easton, MA.

Website:  vonweisslaw.com 

I am often asked "How does my divorce affect my estate plan?" 

The Massachusetts Uniform Probate Code (MUPC) became effective as of March 31, 2012.

Before the MUPC, Massachusetts law provided that divorce revoked the provisions in favor of a former spouse in a pre-existing Will (the former spouse was treated as having died first).  The net effect was that former spouse did not inherit directly under the Will and any nominations appointing the former spouse were void. 

The prior law was sometimes problematic.  For example, under the old law, the stepchildren potentially could inherit (even though the former spouse did not) since the former spouse was treated as having died first and, consequently, children of the former spouse were entitled to the share of the former spouse.  Also, under the prior law, the former spouse could still inherit non-probate assets (if the former spouse was still the named beneficiary, i.e., the beneficiary designations were not updated).  Lastly, under the old law, divorce did not revoke the provisions in a Will favoring family members of the former spouse and so those family members would inherit.

The MUPC changed much of that.

 

Under § 2-804 of the MUPC, divorce now revokes (1) bequests in a prior Will to a former spouse and members of his or her family unrelated to the testator by blood, adoption or affinity after the divorce, (2) appointments of the former spouse and members of his or her family unrelated to the testator by blood, adoption or affinity after the divorce, and (3) pre-existing beneficiary designations favoring the former spouse and any of his or her family members unrelated to the testator by blood, adoption or affinity after the divorce except "as provided by the express terms of a governing instrument, a court order, or a contract relating to the division of the marital estate made between the divorced individuals before or after the marriage, divorce or annulment[.]"

 

As a side note, "testator" is the term referring to the person whose Will it is.

 

The MUPC does not affect dispositions by way of pre-existing irrevocable trusts as these dispositions typically are addressed in the divorce decree.

 

Estate planning documents should be updated after divorce.  As an example, if you still wanted a stepchild to inherit from you despite the divorce, it is important that you explicitly state in your new Will that the bequest to the stepchild is notwithstanding your divorce from his or her parent.

Nothing in this blog should be considered legal advice as this is a complicated area of the law.

The author Brigitte von Weiss of VON WEISS LAW OFFICE is an estate planning lawyer and elder law attorney serving clients in Easton, MA, as well as nearby towns and cities, including Abington, MA, Attleboro, MA, Avon, MA, Bridgewater, MA, Brockton, MA, Canton, MA, East Bridgewater, MA, Foxboro, MA, Mansfield, MA, North Attleboro, MA, Norwood, MA, Norton, MA, Plainville, MA, Randolph, MA, Raynham, MA, Rehoboth, MA, Rockland, MA, Sharon, MA, Stoughton, MA, Walpole, MA, West Bridgewater, MA, and Whitman, MA.   

Brigitte, a graduate of Boston College School of Nursing and an honors graduate of Loyola University of Chicago Law School, stands out from other elder law and estate planning attorneys in that she worked as a registered nurse for four years and earned a Master of Science in Taxation with high distinction from Bentley College.  This unique combination of legal, nursing and taxation backgrounds enables Brigitte to provide outstanding legal guidance to her clients in their time of need.  Call (508) 238-3005 for a free phone conversation with Brigitte to learn if she can help.  You also may reach her through her website at www.vonweisslaw.com.  

ADDITIONAL RESOURCES:

The Massachusetts Uniform Probate Code (MUPC)   

Bristol County Family and Probate Court   

Plymouth County Family and Probate Court   

Norfolk County Family and Probate Court 

Alzheimer's Association

National Academy of Elder Law Attorneys

Massachusetts Chapter of National Academy of Elder Law Attorneys

Massachusetts Area Agency's on Aging (AAA's)
  and Aging Service Access Points (ASAP's)

MassHealth form

Bristol Elder Services

Old Colony Elder Services

Hessco Elder Services 

 

NORTON MA 

Town of Norton MA website 

Norton MA Council on Aging

Norton MA Mirror 

Norton MA Patch 

Norton Ma Historical Society

 

Norton MA Library

 

Norton MA Cup Boardof Kindness

 

Norton MA Media Center

 

Norton MA Lions Club

 

ESTATE PLANNING

AARP estate planning article

Forbes magazine estate planning article

Kiplinger magazine estate planning article

USA newspaper estate planning article 

American Bar Association's Estate Planning FAQ's

New York Times article on estate planning

US News article on estate planning

Fox Business article on estate planning

Los Angeles Times article on estate planning  

COA'S

Abington MA Council on Aging

Avon MA Council on Aging

Bridgewater MA Office on Elder Affairs

Brockton MA Council on Aging

Canton MA Council on Aging

East Bridgewater MA Council on Aging

Easton MA Council on Aging

Mansfield MA Council on Aging

Norton MA Council on Aging

Randolph MA Council on Aging

Raynham MA Council on Aging

Rehoboth MA Council on Aging

Rockland MA Council on Aging

Sharon MA Council on Aging

Stoughton MA Council on Aging

West Bridgewater MA Council on Aging

Whitman MA Council on Aging 

Comments (2)

Anna Hatridge
R Gilliam Real Estate LLC - Farmington, MO
Missouri Realtor with R Gilliam Real Estate LLC

Even though the laws in Missouri are different, this is a good post with solid information to always consider when getting divorced or during a second marriage.  Always consult an attorney to make sure your wishes are legal and documents are up to date.

Feb 08, 2014 09:28 AM
Brigitte von Weiss
an Expertise in Estate Planning and Elder Law - Easton, MA

Thanks you for your comments!

Feb 10, 2014 06:32 AM