PLEASE NOTE: To protect your safety in response to the threats of COVID-19, we are offering our clients the ability to meet with us via telephone or through video conferencing. Please call our office to discuss your options. Learn More
Open: Menu Lesser Lutrey Pasquesi & Howe, LLP
Call Now to Begin a Consultation
Open: Practice Areas

Incident sparks change in beneficiaries in woman's estate plan

When an Illinois resident executes an estate plan, it may not be enough to sign off on the documents and then be done with it. To the contrary, it is important to periodically review one's plan, especially if life changes prompt a need to update an existing plan. A woman in another state decided to act after she learned that her husband had had an affair, which she believes may have resulted in his fathering a child.

The woman says the affair happened years ago. Her husband reportedly admitted to having intimate relations with a much younger employee. His former lover is said to have returned to her country of origin but started making threats and demands regarding child support over the years. The man's wife said she began to worry about protecting her assets.

She decided to update her estate plan. To do so, she changed beneficiary designations. In this particular case, the woman and her husband made efforts to protect her assets. The husband signed a waiver, so the wife was then able to remove her husband's name from her retirement benefits account. She also transferred all jointly owned accounts to her sole name.

It is a good idea to stay closely connected to an experienced Illinois estate planning attorney. That way, if an estate owner wishes to make changes in a plan regarding beneficiaries, heirs or other issues, the attorney can help review the plan and recommend a best course of action. Legal complications may arise after an estate owner dies if he or she neglected to update his or her estate plan.

No Comments

Leave a comment
Comment Information

How Can I Help You?

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy


Lesser Lutrey Pasquesi & Howe, LLP
191 E. Deerpath Suite 300
Lake Forest, IL 60045

Phone: 847-295-8800
Fax: 847-295-8886
Lake Forest Law Office Map

Chicago Office
161 N. Clark Street
Suite 1600
Chicago, IL 60601

Phone: 847-295-8800
Fax: 312-523-2001
Chicago Law Office Map

  • Facebook
  • Linked In
  • Twitter