Legal Question in Wills and Trusts in Massachusetts

My 80 year old father-in-law is asking his 80 year old girlfriend to sell her home and furniture and move in with him. His will leaves his house to his 2 daughters. He has told his daughters that if the girlfriend survives him he wants the girlfriend to continue to live there until she passes. The daughters are not in agreement with this decision. The girlfriend is a widow with adult children. What are the potential problems facing thee daughters? Do the girlfriends children have a claim?


Asked on 2/15/13, 1:02 pm

1 Answer from Attorneys

The potential problem is that the girlfriend and her family will claim she has a life estate in the property. Her children would probably want her to get something in writing.

Whatever is done should be documented so that when your father-in-law dies, everyone knows what the deal is and there can be no dispute.

A co-habitation agreement should be drafted so there is no claim that she was promised half the house or anything like that. Likewise, if the girlfriend predeceases the father-in-law, you need to make sure that the girlfriends children are not going to have an issue.

What happens if one of them has to go to a nursing home in the future due to frailty or dementia?

If she moves in with him, then there needs to be a co-habitation agreement and you need to make sure both parties are competent to sign such an agreement.

There are a fair number of 80 year olds who know exactly what they are doing such as Warren Buffett, but there are as many if not more that while lucid are not as swift as they used to be.

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Answered on 2/15/13, 1:10 pm


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