Estate Planning and the Putative Spouse Dilemma

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When Is a Spouse a “Putative” Spouse? Remarriages often produce discord within families, especially between a new spouse and the children of a former spouse, and unfortunately, this can lead to open hostilities over a deceased parent's estate. Careful estate planning can help preempt extended litigation, but it is important that all legal documentation is properly executed and uptodate. Any ambiguity in a person's legal status will only force a judge to decide the issue later, costing your estate and family members time and money. A recent case from the California Court of Appeals provides a cautionary example. Estate of Issa This case is discussed here for informational purposes only and should not be construed as a binding statement of California law. The …show more content…

In September 2003, Malek, her brother and Issa travelled from California to Nevada. Malek and Issa purportedly married at the Clark County clerk's office in Las Vegas. Thereafter they lived as a married couple until Issa's death in 2010 from cancer. After Issa's death, Malek filed a petition to probate his will and be appointed executor of his estate. Two of Issa's children objected. They claimed their stepmother's marriage to Issa was never legal. To that end, one of the children obtained a judgment from Nevada declaring Issa and Malek's marriage certificate invalid. Despite this, a California probate judge ruled Malek was still entitled to recognition as Issa's “putative spouse.” A putative spouse is someone who is not legally married but had a good faith believe that they were. In Malek's case, she had every reason to believe her Nevada marriage was valid up until Issa's death. The probate court said she was not aware of any defects in the marriage certificate, which were apparently the result of Issa's unilateral misconduct. Therefore Malek should not be punished or lose her inheritance rights as a widowed spouse.

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