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Law of Wills, 2016A

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Chapter Eight: Disinheritance<br />

8.1 Introduction<br />

The purpose <strong>of</strong> this chapter is to explore ways in which a person, including a child, can be<br />

disinherited. Should persons be allowed to disinherit their children? Should the government be<br />

forced to provide financial support for the dependent minor or disabled child <strong>of</strong> a millionaire? The<br />

legislators in the majority <strong>of</strong> states in America have answered these questions in the affirmative by<br />

permitting a testator to completely disinherit his or her child. Louisiana is the only states that<br />

protects a minor or disabled child from being disinherited.<br />

8.2 Exceptions<br />

8.2.1 Forced Heirs<br />

The state <strong>of</strong> Louisiana makes special exceptions for children under the age <strong>of</strong> twenty-three<br />

and permanently disabled children. Those classes <strong>of</strong> children are designated as forced heirs because<br />

the decedent is forced to name them as heirs in his or her will and the probate court is forced to<br />

consider them as heirs under the intestacy system.<br />

LSA. C.C. Art. 1493. Forced heirs<br />

Forced heirs are descendants <strong>of</strong> the first degree who, at the time <strong>of</strong> the death <strong>of</strong> the<br />

decedent, are twenty-three years <strong>of</strong> age or younger or descendants <strong>of</strong> the first degree <strong>of</strong> any<br />

age who, because <strong>of</strong> mental incapacity or physical infirmity, are permanently incapable <strong>of</strong><br />

taking care <strong>of</strong> their persons or administering their estates at the time <strong>of</strong> the death <strong>of</strong> the<br />

decedent.<br />

8.3 Negative Disinheritance<br />

Parents have the right to disinherit their children. Parents may accomplish this by expressly<br />

stating in writing that they intend to disinherit their children and leave their property to charity or<br />

other persons. 81 Probate courts will usually comply with the parents’ request that their children not<br />

receive any part <strong>of</strong> their estate. Under the common law negative disinheritance rule, in order to<br />

disinherit a child the parent has to do more than just state that the child is intentionally disinherited.<br />

In some cases, a disinherited child may inherit from the estate if all or a part <strong>of</strong> the estate is<br />

distributed under the intestacy system. For example, all <strong>of</strong> the estate would be disposed <strong>of</strong> in<br />

accordance with the intestate succession laws if the will was invalidated for any reason, including<br />

undue influence, insane delusion and/or duress. In addition, a partial intestacy may result if the<br />

testator failed to devise any part <strong>of</strong> his or her estate by will. In any <strong>of</strong> those cases, being disinherited<br />

would not prevent a child from taking an intestate share. See the following example and case.<br />

81<br />

Bill Gates, Warren Buffet, and other billionaires, have indicated their plans to leave most <strong>of</strong> their money to charity.<br />

They plan to leave their children nominal amounts or, in some cases, nothing in their wills.<br />

374

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