Inheritance Law and the Marital Presumption after Obergefell by Paula A. Monopoli

Paula A. Monopoli, Professor of Law at University of Maryland Francis King Carey School of Law, has made available for download her article, “Inheritance Law and the Marital Presumption after Obergefell.”  The abstract reads as follows:

In the summer of 2015, the country saw a sea change in the rights of same-sex couples to marry. With Obergefell v. Hodges, the United States Supreme Court made clear that states could not prohibit same-sex marriage.

From an inheritance law perspective, Obergefell raises questions about the current nature of the marital presumption. That doctrine — that a child born during an intact marriage is presumed to be the child of the husband — does significant work in inheritance law. The marital presumption provides an efficient resolution of the central question for probate courts in estate administration — is there a parent-child relationship between the decedent and a person claiming a share of the decedent’s estate? Every state has a version of the marital presumption and, although it is no longer irrebuttable in the vast majority of states, it is still a powerful presumption that resolves the question in the majority of cases.

This article focuses on the role of the marital presumption in inheritance law after Obergefell and takes the position that Obergefell mandates extension of the current presumption to same-sex, nonbirth/nongenetic spouses in both family law and inheritance law.

The goals of inheritance law in determining parentage include ensuring a child has two parents from whom to inherit if possible, an efficient and fair distribution of assets, and the prevention of fraudulent claims. These goals are not completely aligned with the goal of family law, which is to select the adult best suited to raise the child for a number of years. While this article makes the case for the retention of the presumption, it also makes the case for reconceptualizing the presumption from a doctrine that is a surrogate for discovering a biological connection between fathers and children, to a doctrine based upon the presumed consent of the nonbirth/nongenetic spouse to be the parent of any child born during the marriage. In so doing, it argues that this result can be reconciled with the second and third goals of the original intent of the presumption, legitimizing children and protecting the intact, marital family from intrusion. Those original goals are completely consistent with Justice Kennedy’s focus inObergefell on reducing the stigma of children of same-sex couples.

Download full article at: Inheritance Law and the Marital Presumption after Obergefell by Paula A. Monopoli

Posted by Damien Lee, Associate Editor, Wealth Strategies Journal.

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