Inheritance, Meet Technology: Estate Claims May Be Challenged – Annapolis and Towson Estate Planning

Between off-the-shelf DNA testing kits and online genealogical searches, family members who may have never known of each other’s existence are coming to light more often than ever before. So is the news that one’s parent may not be a biological parent, according to the article “Discovering long-lost family: Inheritance laws cover surprise relatives, but changes possible,” from The Indiana Lawyer.

This is yet another reason that wills and estate plans must be carefully drafted by an estate planning attorney. Language in the will must make it very clear that assets are only to be distributed to the known children of the married couple, unless that is not the person’s wish.

An inheritance may be left for a child who was given up through adoption or, if a previously unknown child shows up at the doorstep, the family may wish to bequeath a share of their estate to that child. There may be no legal claim, but the family may feel a moral obligation, which is entirely up to them.

Since technology is streamlining the search for lost relatives into a few keyboard clicks, the drafting of wills has become more complex. It’s not just filling out names on a form, because the will has to be drafted to prevent any unforeseen problems that may result when new relatives appear.

The search for unknown relatives usually comes from positive motives. Family members usually want to connect with long-lost cousins, aunts, uncles and siblings, out of a desire for connection and not financial gain. However, a properly prepared will should be drafted, according to the testator’s wishes.

Families are changing, with more openness, and estate plans are being adjusted accordingly.

One couple wrote a will to leave an inheritance to a grandson, even though he had been adopted by another man. Their son had died after fathering the child without marrying the child’s mother. The mother married, and her husband adopted the grandchild, but the grandparents had maintained a relationship with the family and left their son’s heir a portion of their estate.

People are more aware that family members may arrive unexpectedly. Occasionally, spouses want language in the will restricting assets only to the children who are the product of their marriage. That can spur some uncomfortable, but necessary, conversations.

When you sit down with an estate planning lawyer to discuss your will and distribution of assets, you’ll need to be honest and discuss any possible heirs who might appear that were previously unknown to the family. The more details and information you can provide to the attorney, the better prepared your will can be to withstand a challenge from a ‘new relative.’ If the wish is to take care of a previously unknown family member, that can be accomplished also.

Reference: The Indiana Lawyer (May 29, 2019) “Discovering long-lost family: Inheritance laws cover surprise relatives, but changes possible”

Sims & Campbell, LLC – Annapolis and Towson Estate Planning Attorneys 

For Immediate Release

Contact: Jane Frankel Sims

410-828-7775

Contact: Frank Campbell

410-263-1667

Sims & Campbell Estates and Trusts

Frankel Sims Law and Holden & Campbell
Merge to Form Sims & Campbell

Firm will offer comprehensive Trusts & Estates services through offices in Towson and Annapolis

TOWSON, Md. (April 26,2019)  Frankel Sims Law and Holden & Campbell have jointly announced the merger of their firms to create a boutique Trusts & Estates law firm providing comprehensive services in the fields of Estate Planning, Estate Administration, Trust Administration and Charitable Giving. The combined firm will be named Sims & Campbell and have offices in Towson, Md. and Annapolis, Md.  Jane Frankel Sims and Frank Campbell will lead and hold equal ownership stakes in the firm.

Sims & Campbell will have 9 attorneys and 15 legal professionals that handle every facet of estate and wealth transfer planning, including wills, revocable living trusts, irrevocable trusts, estate and gift tax advice, and charitable giving strategies.  The firm will focus solely on Trusts & Estates but will serve a wide range of clients, from young families with modest resources to ultra-high net worth individuals.  This allows clients to remain with the firm as their level of wealth and the complexity of related estate and tax implications change over time. 

“By joining forces, we have expanded our footprint to conveniently serve clients in Maryland, D.C. and Virginia” said Jane Frankel Sims.  We are seeing some of the greatest wealth transfer in our country’s history, and we want to continue to be on the leading edge of helping our clients maintain and enhance their family’s wealth.  In addition, we aim to serve our clients for years to come, and the new firm structure will allow Sims & Campbell to thrive even after Frank and I have retired.”    

“Jane and I have always admired each other’s firms and recognized the need to provide even greater depth and breadth of focused expertise to help families amass and protect their wealth from generation to generation,” said Frank Campbell.  “Now we have even greater capabilities to make a real difference for our clients.” 

The Sims & Campbell Towson office is located at 500 York Road, on the corner of York Road and Pennsylvania Avenue in the heart of Towson.  The Annapolis office is currently located at 716 Melvin Avenue, and is moving to 181 Truman Parkway in August, 2019.  For more information, visit www.simscampbell.law.