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Most states allow for a parent to disinherit a child. Those that do not still allow for partial disinheritance. Whether fully or partially disinherited, a child may still have rights to their inheritance. They key is to prove the child was disinherited for unjustifiable reasons, the parent lacked capacity when they disinherited the child, the parent was unduly influenced to disinherit the child, or the parent was not allowed to disinherit the child from the trust created by a deceased parent. Let’s explore these themes.
FULL ARTICLE: rmolawyers.com/disinherited-c...
Is it legal to disinherit a child?
In most states, it is legal to disinherit a child for any reason or no reason at all. In some states, where “forced heirship laws” still exist, a child may only be partially disinherited. Regardless of the level of disinheritance, a child may only be disinherited by a parent with capacity acting without undue influence, meaning they are of sound mind and acting of their own free will. What’s more, if the parent is disinheriting a child for some reason, that reason must be factually accurate. Finally, to disinherit, the parent must have the authority under the will or trust document through which they are disinheriting the child.
How can a child fight disinheritance?
While it may not necessarily be illegal to disinherit a child, there are several claims that a disinherited child may be able to pursue to seek recovery of their rightful inheritance:
Undue Influence or Duress
If a child is disinherited as a direct result of undue influence committed by an abuser, then the disinherited child has a legal case to claim their rightful estate assets. An example of undue influence could be a step-parent withholding sexual relations from the child’s parent unless the child is disinherited. Another example is threat of physical violence or threat of removal of care services by a child against a parent unless the child’s sibling is disinherited. We often see lack of mental capacity or even physical capacity, which create opportunity for the abuser, coupled with undue influence or duress claims.
Mental Incapacity
If it can be demonstrated that the parent was NOT of sound mind when they disinherited the child, then the disinherited child has a legal case to claim their rightful estate assets. An example of mental incapacity could be a parent suffering from cancer who is heavily medicated, or a parent who is schizophrenic and suffering from delusions. It is critical that the mental issue occur at the time the child was disinherited and impact the parent’s functional ability to make such decisions.
Lack of Authority
Often a parent will overstep their ability to disinherit a child and attempt to disinherit the child not only from the portion of the estate that the parent owns/control, but also from the portion of the estate that the previously deceased parent owned and left for the child. The majority of estate plans provide that after the first parent dies, their share of the estate becomes irrevocable, meaning it cannot be changed. Most surviving parents don’t realize this, and either of their own volition or in combination with being unduly influenced they try and disinherit the child from their and their deceased spouse’s shares of the estate. Because the plan was irrevocable and could not be changed, they can’t do that.
What should I do if I think I was disinherited unjustifiably?
Contact a probate litigation attorney the moment you discover you were disinherited. The initial consultation should be free, just ask. We’re always happy to consult.
Have questions? At RMO, we protect people like you everyday.
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About RMO Lawyers:
RMO LLP serves clients in Los Angeles, Santa Monica, Orange County, San Diego, Kansas City, Miami, and communities throughout California, Florida, Missouri and Kansas.
Our founder, Scott E. Rahn has been named “Top 100 - Trust and Estate Litigation” by SuperLawyers, Trusts and Estates Litigator of the Year, and Best Lawyers in America for Litigation