Started By
Message

re: Reasons for cutting an heir out of a will?

Posted on 11/16/18 at 11:20 am to
Posted by lsu2006
BR
Member since Feb 2004
40148 posts
Posted on 11/16/18 at 11:20 am to
quote:

An inheritance is not a right, it is a blessing.

If they're a forced heir (under the age of 24 or disbaled) and haven't committed any of the specific acts which can be grounds for disinherison, it absolutely is a right.
Posted by jeffsdad
Member since Mar 2007
25330 posts
Posted on 11/16/18 at 11:24 am to
Addiction is a reason to put qualifiers in the will. "if this child stays clean X number of months after I die, then he get X%. If this child stays clean every X months afterwards he/she gets this %. Mandatory randomn drug testing with no exceptions. Would put the 2 eldest children in charge of said child's money.
Posted by Trauma14
Member since Aug 2010
6577 posts
Posted on 11/16/18 at 11:31 am to
Many other reasons, but I know if you cut someone out of a will then you better technically state you are. IF they are simply omitted, many have sued and gotten some of the estate.
Posted by jeffsdad
Member since Mar 2007
25330 posts
Posted on 11/16/18 at 11:32 am to
My dad dies along time ago and me and my sister had rights to half the "estate". We signed it over to my mom without a second thought. At that time in La. that appears to have been the law if you died without a will...that its split between the wife and children. I assume its the same now.
Posted by HeyHeyHogsAllTheWay
Member since Feb 2017
12458 posts
Posted on 11/16/18 at 11:33 am to
I inherited my grandfather's estate over his my mom and 2 aunts.

My mom straight up told my grandfather she didnt want it , at her age it was more property and hassle than she and my dad wanted to take on , and my 3 aunts would have been such count to deal with that the land probably would have ended up being sold and not in the family any more. Grandpa didn't want that.

3 Aunts were PISSED when grandpa died and my dad was named executor of the estate and I inherited everything. They sued, and lost. Grandpa knew exactly what he was doing when he wrote his will.
Posted by mdomingue
Lafayette, LA
Member since Nov 2010
48579 posts
Posted on 11/16/18 at 12:48 pm to
quote:

I thought in LA you're not allowed to cut one of your children out, unless they're adopted


This was true for Louisiana (except for the adopted part, I think). You were required by law to leave 1/3 of your estate to your heirs (gold diggers couldn't get it all). The last state constitutional rewrite put in conditions that allowed for disinheriting under certain conditions. It is still very difficult, though. Also, forced heirship in Louisiana only extends to age 24. after that point. it can be done for any or even no reason.
Posted by Tchefuncte Tiger
Bat'n Rudge
Member since Oct 2004
64018 posts
Posted on 11/16/18 at 1:21 pm to
quote:

I thought in LA you're not allowed to cut one of your children out, unless they're adopted


Louisiana dumped forced heirship years ago.
Posted by Areddishfish
The Wild West
Member since Oct 2015
6538 posts
Posted on 11/16/18 at 1:24 pm to
quote:

I wouldn’t say they was wealthy


quote:

cut out their youngest, because of his addiction to drugs and alcohol and they were afraid he might sell off some of the land if they gave him any to support his habit.


North LA is trashy
Posted by danfraz
San Antonio TX
Member since Apr 2008
24550 posts
Posted on 11/16/18 at 1:25 pm to
Cause I didn't like them.
Posted by HeyHeyHogsAllTheWay
Member since Feb 2017
12458 posts
Posted on 11/16/18 at 1:37 pm to
Also, aunts would have been even more pissed if they had known that grandma and grandpa had $75K in cash buried under the old junker tractor grandpa kept behind the cellar LOL. My wife was over doing spring cleaning at grandpas house one day he passed and came across an old jewelery box that she hadn't seen before ( she didn't meet my grandmother, she passed before we had made it back to Arkansas even for a visit) anyway, besides my grandmother's jewelery which I would inherit and so was left in the house while grandpa was alive, there was a note letting whomever found it know about the cash buried in the backyard in my grandmother's hand writing, when I got home my wife told me about it and I asked grandpa and after thinking on it he said "oh yeah, I'd forgotten all about that money"

Good thing my wife found that note, or that money may have been lost forever.

Now I have a free loading aunt living in that house, SOMETIMES she pays her utilities, but not on a regular basis. I should make her get them switched over to her name, or kick her out, but ...........
Posted by KiwiHead
Auckland, NZ
Member since Jul 2014
38429 posts
Posted on 11/16/18 at 1:46 pm to
quote:

No.


Yes.

I've done it for clients more than once with two caveats. You can't cut a child out if he/she is under 24 or if they are permanently incapacitated. You have to go through the steps, Sucession, etc. See C.C. Art 1618 & Art. 1619

Spouse is entitled to half of the assets acquired during the marriage along with usufruct.......no court in LA would allow for a spouse to be denied his or her half assets acquired during the marriage along with the usufructus of the remainder of the said assets
Posted by LSUFanHouston
NOLA
Member since Jul 2009
41635 posts
Posted on 11/16/18 at 1:46 pm to
For me to cut out a heir, it would have to be a very bad crime - they murdered someone, aggravated rape, child abuse, etc.

Drug addiction? Set up a trust with a non-family member as the trustee. Have the trust pay out distributions on a monthly basis, for each month that the kid is drug free. Spread it over like 15-20 years. If the kid goes 10 straight years clean, give him the balance.

A drug addiction alone would no be enough for me to completely disinherit but it certainly would want me to put restrictions on it.
Posted by soccerfüt
Location: A Series of Tubes
Member since May 2013
76146 posts
Posted on 11/16/18 at 1:54 pm to
quote:

I inherited my grandfather's estate over his my mom and 2 aunts.
This Visual Aid might help:

Posted by GreyWhiskers
St. Tammany
Member since Nov 2018
913 posts
Posted on 11/16/18 at 1:55 pm to
quote:

North LA is trashy


Posted by HeyHeyHogsAllTheWay
Member since Feb 2017
12458 posts
Posted on 11/16/18 at 1:56 pm to
quote:

I inherited my grandfather's estate over his my mom and 2 aunts.


Clearly I meant MY mom and 2 aunts LOL, but theoretically a person could leave their inheritance to their own mom and aunts I suppose.

Posted by ILeaveAtHalftime
Member since Sep 2013
2889 posts
Posted on 11/16/18 at 2:29 pm to
quote:

Louisiana dumped forced heirship years ago


Wrong
Posted by UpToPar
Baton Rouge
Member since Sep 2008
23082 posts
Posted on 11/16/18 at 2:30 pm to
quote:

Yes

No.

quote:

I've done it for clients more than once with two caveats. You can't cut a child out if he/she is under 24 or if they are permanently incapacitated. You have to go through the steps, Sucession, etc. See C.C. Art 1618 & Art. 1619


That’s a pretty big caveat, don’t you think? You stated that Forced Heirship doesn’t apply if you leave a will. It most certainly does apply to both testate and intestate successions.

quote:

Spouse is entitled to half of the assets acquired during the marriage along with usufruct


Maybe. If the property is community property, then yes, but that’s not what you said. You said you can’t cut out the spouse and they get 1/2 the assets. That’s simply not true. They will get 1/2 of the community property assets and a usufruct over the remaining 1/2 of the community property assets. They might not get any of the separate property assets.
This post was edited on 11/16/18 at 2:31 pm
Posted by JJ27
Member since Sep 2004
62329 posts
Posted on 11/16/18 at 2:32 pm to
quote:

What would be your reasons for cutting out an heir?



Not cut out, but I think it's crap when siblings live across the country, do zero to help, and get equal parts of the inheritance. I'm not saying they should receive zero, but the person that is taking care of the deceased for years prior deserves a larger piece of the pie. Taking them everywhere they have to go, dealing with doctor's visits, grocery shopping, paying their bills, etc. Then they pass and Cousin Bob walks in expecting to get the same cut when they haven't been around their entire lives. Just doesn't seem right to me.
Posted by ILeaveAtHalftime
Member since Sep 2013
2889 posts
Posted on 11/16/18 at 2:32 pm to
quote:

You stated that Forced Heirship doesn’t apply if you leave a will. It most certainly does apply to both testate and intestate successions.


Correct. FHship would be toothless if you could draft your will around it. Forced heirs still get heir portion even if they are not listed in your will, absent the specific exceptions that allow you to disinherit.
This post was edited on 11/16/18 at 2:33 pm
Posted by KiwiHead
Auckland, NZ
Member since Jul 2014
38429 posts
Posted on 11/16/18 at 3:08 pm to
quote:

For me to cut out a heir, it would have to be a very bad crime - they murdered someone, aggravated rape, child abuse, etc


I've only done it 3 times but it was for the reasons that were listed. The last time I did it though it was for drug addiction but there were other aggravating factors. The mother had paid a king's ransom over the years to get the kid (adult, really) out of jail and for multiple rehabs and theft from mom. Her point was that over a ten year period the money she had spent on the kid far exceeded anything the kid would or should receive in regards to any inheritance. She had bills and bail bond receipts etc. The kid had basically abandoned the family about 5 or so years before so I really did not have any qualms about it. It was a safeguard, really. It was a bad circumstance and the other legatees were very much in agreement
first pageprev pagePage 3 of 4Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram