When adult children fight of estate planning issues

Many Hollywood fans grew up enjoying the antics of famed actor and comedian Jerry Lewis. Georgia residents were likely among many others throughout the nation who mourned his death at age 91 from heart failure. Since then, news has gone viral regarding several estate planning decisions Lewis reportedly made before he died.

In 2012, Lewis executed documents in a final will and testament that specifically excluded his six sons from inheritance. The father of many named each of his sons and clearly stated it was his explicit intent to disinherit them and their descendants. While some shared their shock and dismay regarding these decisions, others say it is not uncommon for elderly parents to disinherit adult children from their estates.

As it stands, Lewis's entire $50 million estate has been left to his widow and their adopted daughter. The situation has grown more complicated, however, because a homeless woman has come forward saying she is entitled to a portion of the estate. The woman says that since she has DNA evidence confirming that she, too, is Lewis's biological child, and she is not mentioned in the will (which means she was not officially disinherited) she should be given some of her father's assets.

The key to helping loved ones avoid estate planning disputes like this one is to make sure all executed documents are clearly written, leaving no room for contest. An experienced Georgia estate planning attorney can review a proposed estate plan and provide suggestions for clarification where needed. In the event that a parent's final will is contested, litigation may be necessary to resolve the issue.

Source: wealthmanagement.com, "Jerry's Kids Get Cut Out ... Or Do They?", David H. Lenok, Sept. 22, 2017

No Comments

Leave a comment
Comment Information
Email Our Lawyers

Contact Us To Find Out How We Can Help You And Your Family

Call 866-253-6994 or fill out the form below to set up a consult with J. Kevin Tharpe to
talk about your wishes and ways he can help you accomplish your goals.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

We have offices in Gainesville and Young Harris for your convenience.

Gainesville Office
405 Broad Street SE
Gainesville, GA 30501

Toll Free: 866-253-6994
Fax: 770-531-5511
Gainesville Law Office Map

Gainesville Office

Young Harris Office
1352 Main Street, Suite 1
Young Harris, GA 30582

Toll Free: 866-253-6994
Fax: 770-531-5511
Young Harris Law Office Map

Young Harris Office