As you are creating your estate plan in Massachusetts, it is essential to have an attorney who can help create and organize all the documents your family will need to make decisions when you are unable to do so. Last wills are drafted documents that are meant to reflect the intentions of the estate owner, and they usually identify who receives a share or item of the estate. While this may seem straightforward, failure to properly write a will can lead to confusion and extensive litigation.
The recent Massachusetts appellate case Lowell v. Talcott provides an example of this sort of litigation. This case involved wills executed by a couple who left much of their property in trust for each of their daughters and their “issue.” One of the couple’s daughters married and had two grandchildren with her then-husband. The daughter and the husband separated, but during the process, she became pregnant with another child by a different man before the divorce was final. The question for the Massachusetts appellate court was whether the third granddaughter should be considered an “issue” of the testators’ daughter and receive her share of the testamentary trust.
The daughter’s husband was listed as the father on the birth certificate, and the husband was aware that he was named, yet he took no steps to correct the certificate. The only recorded disavowal of his paternity occurred when the third granddaughter was surrendered to the state’s care for adoption. After several decades, the granddaughter later contacted the trustees of the estate, presenting her birth certificate and claiming that she is a beneficiary of the testamentary trust.
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