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Marriage, Marital Property And Widows' Rights - Chapter 12 - International Estate Planning: A Reference Guide

 
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$40.00
Author: Barbara Hauser
Page Count: 52
Last Updated: October 2014
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International Estate Planning - A Reference Guide - Looseleaf

International Estate Planning - A Reference Guide - Electronic


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12.1 Overview of Issues

When a client is married it is essential to determine what rights, if
any, the other spouse has over the client’s property. This arises in several
areas. One affects the rights an individual married person may have with
respect to his or her property. This would include whether or not he or
she is free to dispose of that property. Stated another way, the advisor
must ascertain the nature and extent of the property to which the client
does have the legal right to make his or her own dispositions at death.
Surviving spouses often have rights to inherit as widows or widowers.

 

For all of these issues, the initial legal determination should be
whether or not someone will be recognized as a spouse. Finally, the
answer to any of these questions may unfortunately, in the author’s
opinion, vary according to the location of the court that is asked to make
any of these determinations. In part, this is because all of these issues
involve very strong public policies.


12.2 Marriage

Looking at this from one perspective, the person with questions may
be the surviving spouse who is trying to collect a variety of death benefit
payments, either through a Will, or by “elective” survivor’s rights, or as
a beneficiary under life insurance contracts or retirement plans. If there
had been a subsequent marriage by the decedent, the validity of the prior
divorce (or divorces) is critical. If the divorce was valid, it usually
revokes any provision for that spouse in a Will. If the divorce was not
valid, the current spouse will not be treated as a legal spouse.

 

If a marriage is not valid, there is also the likelihood that any
children will not be able to inherit. When other countries, and even in
some cases other religions,1 are involved, it is not always easy to be sure
of a recognized marriage relationship.

Table of Contents

12.1 Overview of Issues
12.2 Marriage

12.2.1 Traditional Definitions of Marriage

12.2.1.1 English Law
12.2.1.2 French Law
12.2.1.3 Japan
12.2.1.4 The Philippines
12.2.1.5 Quaker Weddings
12.2.1.6 American Indian Marriage
12.2.1.7 The United States

12.2.2 "Common-Law" Marriages
12.2.3 Polygamy
12.2.4 Same-Gender "Marriages"
12.2.5 Destination Weddings

12.3 Marital Property

12.3.1 Community Property Regimes
12.3.2 Separate Property Regimes
12.3.3 Religious Property Regimes
12.3.4 Choice of Marital Property Regime

12.4 Pre-Marital Contracts
12.5 During the Marriage
12.6 Elective Rights Post-Death

Author Detail

Barbara Hauser,  an internationally recognized lawyer, is currently Director of Private Wealth Advisory services, Stanford Group (Suisse) AG, based in Zurich, Switzerland. Prior to that she was Special Counsel at Cadwalader, Wickersham & Taft (New York and London) and Visiting Associate Professor of Law at the University of Minnesota Law School. Ms. Hauser has had an active private client practice for more than twenty years.

She is Past Chair of the American Bar Association Section of International Law and Practice: International Private Client Planning Committee, President Emeritus and President of the United States chapter of the Union Internationale des Avocats: Commission on International Estate Planning and a Fellow of the American College of Trust and Estate Counsel. She was a senior partner in Maslon Edelman Borman and a principal of Gray Plant Mooty, where she chaired the international private client services practice group. She developed an international estate planning practice working with multi-national corporations and individuals in Europe, England and Japan.

 

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