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July 24, 2016

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RQA

On the one hand, Prof. Lubet writes: "I would . . . say that the letter writer will have an ethical obligation -- and perhaps even a legal obligation -- to inform the secret child of his or her potential inheritance." On the other hand, recognizing that as trustee of a trust for the two recognized children the letter-writer has a fiduciary obligation not to dilute their inheritance, Prof. Lubet proposes that the letter-writer might only be obligated to inform those two children of their half-sibling's existence, but would presumably be bound to respect their silence if they chose to keep the entire inheritance to themselves. To whom does the letter-writer owe the obligation? If it's to the secret child, I don't see how the obligation can be discharged by informing the recognized children and then acquiescing in their indifference. Assuming the letter-writer as trustee would have a fiduciary obligation to the recognized children, it seems to me that if knowledge of the secret child creates the obligation Prof. Lubet initially suggests, the letter-writer has an unavoidable conflict and must withdraw as trustee.

Steve L.

Those are good observations, RQA, and the starting point for a rich discussion. At a minimum, we need to separate "ethical" (in the lay sense) from "fiduciary" obligations. The former run to all affected parties; the latter run only to trust beneficiaries.

My initial thought -- though I could be persuaded otherwise -- is that the duties converge. The secret child is entitled to know of his or her potential inheritance; the trust beneficiaries are entitled to the moral agency necessary to decide what to do about their half-sibling. The result is disclosure in either case.

You are right, and I should have noted, that opting for lay ethics would require withdrawal as trustee.

Alfred L. Brophy

Steve, one small issue here: the omitted child statute in most states that I'm familiar with applies only to children born after the execution of a will or trust. Obviously non-marital children have the same right to inherit intestate as marital children.

Steve L.

Thanks, Al. That is why I included the point about potentially challenging the will, which would give the non-marital child an intestate share.

NotthesecretchildIdontthink

As I read the column, some of your factual premises are uncertain. The dying friend may or may not have prohibited the letter writer from alerting the secret child. And the letter writer's assumption that "my friend did not want them to know, or he would have told them himself," is likely but not at all certain -- many prefer hard news to be tendered by others.

Regardless, I don't follow your analysis. Where do you show that the letter writer has "perhaps even a legal obligation – to inform the secret child of his or her potential inheritance"? And why do you think that "disclosure in either case," as you indicate in the comment, is fungible? It's simply not the case that disclosing to the secret child, or to the known children, necessarily means that those parties will disclose to the other, and thus could not acquit the letter writer of any personal obligation. And how else can the duties "converge"? Don't we need to know to which party the obligation runs, and isn't there a sound argument that fiduciary obligations preclude disclosure to the secret child?

P.S. As far as critiquing the column goes, consider relative word counts.

Eman Printing

Yap, Assuming the letter-writer as trustee would have a fiduciary obligation to the recognized children, it seems to me that if knowledge of the secret child creates the obligation Prof. Lubet initially suggests, the letter-writer has an unavoidable conflict and must withdraw as trustee.

TooOldToBeTheSecretChild

I think LW assumes facts not-in-evidence. The child's paternity is known (both to its mother, and perhaps to the child). Perhaps the child (who is now an adult) is exercising waiver of some type by not making their presence known to the half-siblings. (If I had a nickel for every time an illegitimate child opted to waive a right to inheritance in US history, I'd be rich!) If that is the case, isn't the ethical duty to remain silent? At the same time, though, I wonder whether the fiduciary duty extends to advice regarding likely potential litigation over the will and trust. If the secret child is waiting in the wings for an obituary to pop up somewhere, then isn't it possible that they will seek to disinherit their siblings and make their existence known?

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