[{"@context":"https:\/\/schema.org\/","@type":"BlogPosting","@id":"https:\/\/www.amorusolaw.com\/blog\/planning-on-disinheriting-a-child-best-to-be-careful-white-plains-ny-greenwich-ct\/#BlogPosting","mainEntityOfPage":"https:\/\/www.amorusolaw.com\/blog\/planning-on-disinheriting-a-child-best-to-be-careful-white-plains-ny-greenwich-ct\/","headline":"Planning on Disinheriting a Child? Best to Be Careful!","name":"Planning on Disinheriting a Child? Best to Be Careful!","description":"Where does help become an undue influence? The law is very specific when it comes to disinheriting an adult child, so it is a good idea to be perfectly clear on your wishes or it can backfire, according to the Santa Cruz Sentinel in \u201cNo shortcuts when planning estate trust\u201c. It is crucial to have […]","datePublished":"2019-07-03","dateModified":"2024-09-26","author":{"@type":"Person","@id":"https:\/\/www.amorusolaw.com\/blog\/author\/amorusolaw\/#Person","name":"Amoruso & Amoruso LLP","url":"https:\/\/www.amorusolaw.com\/blog\/author\/amorusolaw\/","identifier":5,"image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/12de032c04195e9c39a06a6d6eea182f7b4fa655c20e245f8094a244b5cdd0cb?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/12de032c04195e9c39a06a6d6eea182f7b4fa655c20e245f8094a244b5cdd0cb?s=96&d=mm&r=g","height":96,"width":96}},"publisher":{"@type":"Organization","name":"Amoruso & Amoruso LLP","logo":{"@type":"ImageObject","@id":"https:\/\/www.amorusolaw.com\/wp-content\/uploads\/2023\/07\/amoruso-logo.svg","url":"https:\/\/www.amorusolaw.com\/wp-content\/uploads\/2023\/07\/amoruso-logo.svg","width":0,"height":0}},"image":{"@type":"ImageObject","@id":"https:\/\/www.amorusolaw.com\/wp-content\/uploads\/2023\/04\/6a01901dd0a082970b0240a49586fa.jpg","url":"https:\/\/www.amorusolaw.com\/wp-content\/uploads\/2023\/04\/6a01901dd0a082970b0240a49586fa.jpg","height":1067,"width":1600},"url":"https:\/\/www.amorusolaw.com\/blog\/planning-on-disinheriting-a-child-best-to-be-careful-white-plains-ny-greenwich-ct\/","about":["Disinherit","Estate Planning","Power of Attorney \/ POA","Trusts","Undue Influence","Will","Will Contest"],"wordCount":572,"keywords":["Disinheritance","Estate Litigation","Estate Planning","Power of Attorney","Trusts","Undue Influence","Will","Will Contest"],"articleBody":"Where does help become an undue influence?The law is very specific when it comes to disinheriting an adult child, so it is a good idea to be perfectly clear on your wishes or it can backfire, according to the Santa Cruz Sentinel in \u201cNo shortcuts when planning estate trust\u201c.It is crucial to have comprehensive estate planning documents to ensure that the disinheritance is legally sound.Let\u2019s consider this example: A couple has a son and a daughter. Both are named beneficiaries on a revocable trust. The parents decide they want to change the revocable trust, naming the daughter as the sole beneficiary. They also want to revoke the son\u2019s power of attorney. The trust is simple, and the assets include a home and some bank accounts.Anyone has the right to leave their assets to anyone they choose, but the couple (and the daughter) should expect the son, as a disinherited child, to challenge this disinheritance and if that is truly what they wish, they need to plan in advance for litigation.For starters, the couple needs to meet with their estate planning attorney, privately, with the daughter nowhere in sight. She should not even give them a ride to the attorney\u2019s office. There will be questions about \u201cundue influence\u201d directed at her.Undue influence is a legitimate reason to challenge an estate plan. The three factors in undue influence are:\u201cConfidential relationship\u201d\u2014 meaning that the parents trust and confide in the daughter;\u201cActive procurement\u201d\u2014 for instance, if the daughter made the appointment, joined in the meeting and spoke on behalf of her parents; and\u201cUnjust enrichment,\u201d which means that one person is trying to get more than a \u201cfair\u201d share.The emotional and legal implications for a family member who feels wronged by the distribution of the estate can be significant.If these three conditions are met, the changes in the estate could be found to be invalid. The burden of proof would be on the daughter to prove that this was what her parents wanted and not what she devised. It would not be an easy case.This couple needs to meet with their estate planning attorney and amend their trust. The attorney and their staff members will be considered \u201cdisinterested witnesses\u201d who will be able to speak to the parents\u2019 mental capacity and whether it was truly their intent to favor the daughter. The attorneys in this case need to be extra careful to take thorough notes. If there is a lawsuit, the daughter might have the opportunity to say why the change was made, but her testimony may be disregarded as self-serving.Another question that comes up when people want to disinherit a child, is whether they should simply change the name on the deed to the home, thinking that this will avoid an estate battle. That becomes problematic on many levels. If they decide they want to sell the home, or borrow against it, or get a reverse mortgage, then the deed must be retitled again. If the daughter gets title to the home and has some kind of legal trouble, a judgment lien could be recorded against the house.It is essential to adhere to state laws to ensure that the disinheritance is legally binding.Reference: Santa Cruz Sentinel (June 9, 2019) \u201cNo shortcuts when planning estate trust\u201c.For more information on asset preservation and estate planning, please visit my estate planning website."},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Blog","item":"https:\/\/www.amorusolaw.com\/blog\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"Planning on Disinheriting a Child? Best to Be Careful!","item":"https:\/\/www.amorusolaw.com\/blog\/planning-on-disinheriting-a-child-best-to-be-careful-white-plains-ny-greenwich-ct\/#breadcrumbitem"}]}]