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According to law, a surviving spouse cannot be disinherited. These states permit a surviving spouse to take a statutory share of the deceased spouse’s estate rather than take whatever, if anything, the deceased spouse provided for him.
This right to “elect against the will” historically only applied to assets that passed under the deceased spouse’s will.
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Kathleen Stephenson
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Lisa B. Petkun
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Lisa B. Petkun is a partner in the tax department at Pepper Hamilton LLP.
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