Attleboro MA Area Estate Planning Attorney: When Will Omits A Child

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 Easton MA estate planning and elder law attorney.  

Website:  vonweisslaw.com

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

Before the MUPC, Massachusetts law provided that a child not included in the will (“omitted child”), or their descendant(s) in certain circumstances, may elect (by filing a timely claim) to take an intestate share (what he or she would have gotten if no Will), regardless of whether the child was born before or after the execution of the Will, unless (1) the omitted child (or their descendant(s) in certain circumstances) was "provided for by the testator during his life time" or (2) "it appears that the omission was intentional and not occasioned by accident or mistake[.]"  M.G.L. c. 191, § 20.

 

The new law pertaining to an omitted child, §2-302 of the MUPC, applies only to a child born or adopted after execution of the testator’s Will (a so-called “after-born” or “after-adopted” child).  The omitted “after-born” or “after-adopted” child, in certain circumstances, will receive a portion of the probate estate unless "[i]t appears from the [W]ill that the omission was intentional" or "[t]he testator provided for the omitted after-born or after-adopted child by transfer outside the [W]ill and the intent that the transfer be in lieu of a testamentary provision is shown by the testator’s statements or is reasonably inferred from the amount of the transfer or other evidence."  M.G.L. c. 190B, § 2-302(a) & (b).   

 

If a child is omitted solely because the parent believes that he or she is deceased when in fact he or she is still living, the child will be entitled to a share of the probate estate.  M.G.L. c. 190B, § 2-302(c).  

When intentionally disinheriting a child, one may consider having the Will clearly state that the omission is intentional and that the parent believes the child is living at the time of the signing of the Will. 

 

The Comment to § 2-302 of the MUPC, states, in part, as follows:

 

No Child Living When Will Executed. If the testator had no child living when he or she executed the [W]ill.... an omitted after-born or after-adopted child receives the share he or she would have received had the testator died intestate, unless the [W]ill devised, under trust or not, all or substantially all of the estate to the other parent of the omitted child. If the [W]ill did devise, under trust or not, all or substantially all of the estate to the other parent of the omitted child, and if that other parent survives the testator and is entitled to take under the [W]ill, the omitted after-born or after-adopted child receives no share of the estate. In the case of an after-adopted child, the term "other parent" refers to the other adopting parent....

 

One or More Children Living When Will Executed. If the testator had one or more children living when the [W]ill was executed ... an omitted after-born or after-adopted child only receives a share of the testator's estate if the testator's [W]ill devised property or an equitable or legal interest in property to one or more of the children living at the time the [W]ill was executed; if not, the omitted after-born or after-adopted child receives nothing. 

 

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   

NORTH ATTLEBORO MA

North Attleboro MAwebsite 

Attleboro MA Council on Aging 

North Attleboro MA Historical Society 

North Attleboro MA Library 

North Attleboro Community TV, Inc. 

North Attleboro MA Free Press 

Attleboro MA Council For Children 

Attleboro MA Arts Museum 

Attleboro MA Patch

 

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 

Attleboro 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 

North Attleboro MA Council On Aging

Norwood MA Senior Center

Plainville 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 

Walpole MA Council On Aging

West Bridgewater MA Council on Aging 

Whitman MA Council on Aging  

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