Tag Archives: Massachusetts Bar Association

Spotlight on Spousal Elective Share

The BBA has been a part of many pieces of legislation over the years, especially those that have an impact on our core principles – facilitating access to justice, serving the community at large, and advancing the highest standards of excellence for the legal profession.  However, the BBA’s process to thoroughly examine, deliberate, and eventually take a position on a bill is an involved one, even for seemingly simple bills.  To complicate matters further, the legislative process going on across the street from us is equally – if not even more – harrowing and intricate.  So what does it take to champion a bill through the BBA and on to become a law?  In a word: patience.

Let’s take a closer look at a long-time BBA supported bill, currently with the number S705 – An Act relative to the elective share of surviving spouses.

The Bill

The bill is in the area of trusts and estates law, which is well-known among lawyers as a particularly dense practice area.  Essentially, a spousal elective share is a potential remedy for a spouse left out of his or her significant other’s will.  Under current law, this disinherited spouse is entitled to one-third of the deceased spouse’s total estate.  The law ignores factors such as the duration of marriage, the age of the surviving partner, and the state of the economic partnership.

The spousal elective share bill changes the calculation used to determine the elective share.  Under the bill, the share is a sum of all the couple’s assets, multiplied by a percentage based on the length of the marriage – ranging from three to 100 percent with fifteen or more years of marriage – then dividing that total in half.  The bill reflects a similar economic theory to the one behind the equitable distribution system that is applied when a marriage ends in divorce.

History

The BBA has been working on spousal elective share legislation since the 1990s.  At that time, the BBA and the Women’s Bar Association (WBA) composed one version of the bill, while the Massachusetts Bar Association (MBA) had another.  Over the next few years, these three groups worked together to draft a single consensus bill that the BBA Council first voted to endorse in 2007.  This bill has been replaced by a new bill which is similar, though not identical to the Uniform Probate Code’s spousal elective share provision.  The BBA’s Family Law Steering Committee and Trusts and Estates Section voted to support the latest version of the bill in November 2012 and the BBA Council again approved the bill in February 2013.  The MBA and WBA also support the bill.

Here and Now

The bill was filed in the Senate in January 2013 by Senator Cynthia Creem and referred to the Joint Committee on Judiciary shortly thereafter.  Following an extension order filed in March, and a public hearing in April, at which Deb Manus testified on behalf of the BBA, the bill was reported favorably out of the Joint Committee on Judiciary in late June.  It was then referred to the Senate Committee on Ways and Means, where it currently sits.

We have been working and will continue to work with the other organizations interested in the bill – both in support and opposition – to pursue consensus.  We hope that this bill will garner enough support to pass in the last month left of formal session, but we recognize the hurdles it faces.  As you can see, this is a long and complex process, and the spousal elective share bill is only one example of many bills the BBA is working on.  We will keep you posted on the latest developments with this and all of our bills of interest.

– Jonathan Schreiber
Legislative and Public Policy Manager
Boston Bar Association
Comments are disabled for this blog. To submit your comments please e-mail  issuespot@bostonbar.org

1 Comment

Filed under Uncategorized

13 for ’13

As 2013 draws to a close, here’s a timeline of 13 things we’re thankful for this year.

1) Diversity.  We tried to live up to our illustrious history of diversity and inclusion this year at the BBA.  From amicus briefs defending marriage equality and affirmative action to the Beacon Award, we reasserted our commitment to expanding fairness for all.  This year we released our Diversity and Inclusion Timeline highlighting key events in our history that helped shape our community. 

2) Taking it to the Top.  We started the year off right by advocating for trial court funding with the head of the executive branch, Governor Deval Patrick.  For the first time we sat down and spoke directly to Governor Patrick and his legal staff about this important issue. 

3) Walk to the Hill.  In late January, we proudly participated in the 14th annual Walk to the Hill with 650 lawyers.  Our members used their advocacy skills by speaking to legislators and staffers on the impact civil legal aid funding has in Massachusetts.  We  helped secure $13 million in civil legal aid funding for Fiscal Year 2014.  Please join us for Walk to the Hill 2014, scheduled for Thursday, January 30th.  We hope you’ll join us.  (More information here and here)

4) Protecting Attorney Ethics Consultations.  We were pleased that the SJC ruling reflected a lot of the same thinking as our amicus brief in RFF Family Partnership v. Burns & Levinson, by applying attorney-client privilege to a lawyer’s consultation with in-house ethics counsel.  This issue was an important one for all of our members who practice in law firms, large or small, and for their clients.  The ruling gives lawyers the requisite peace of mind to consult in-house ethics counsel to make sure they act in accordance with the state’s ethics and professional conduct guidelines.

5) Some Clarity on Decanting.  We sought guidance through an amicus brief in Richard Morse, Trustee v. Jonathan A. Kraft et al. This case addressed, for the first time in Massachusetts, a trustee’s power to transfer the assets of one irrevocable trust to another for the same class of beneficiaries. The brief argued in favor of this power, called “decanting,” and urged the court to recognize that it is inherently held by trustees.  The SJC ruled favorably with respect to Morse’s petition, but declined to recognize decanting as an inherent trustee power.

6) BBA Statewide Task Force.  In April, we created the Boston Bar Association Statewide Task Force to Expand Civil Legal Aid in Massachusetts.  Chaired by past-president J.D. Smeallie, the Task Force features 27 diverse leaders in the state’s legal community from law firms, in-house counsels, academia, the judiciary, legislative, and executive branches, and legal services organizations.  The Task Force is making significant progress in quantifying and assessing both the civil legal aid services currently provided in the state and the needs not being met.

7) Legal Services Discussion.  Jim Sandman, President of the Legal Services Corporation (LSC) joined us at the BBA over the summer to talk about the current state of LSC funding, reinforcing the need for bi-partisan support and the importance of connecting with the business community. President Sandman emphasized that legal services is not a social safety net or a poverty relief program.  Legal services are necessary to ensure access to justice for all 

8) Defense of Marriage Equality.  This summer, we celebrated the Supreme Court’s rulings upholding marriage equality in the cases of U.S. v. Windsor and Hollingsworth v. Perry.  Reaffirming our longstanding advocacy efforts for marriage equality, we joined a coalition of other bar associations, civil and human rights groups, and public interest and legal services organizations that signed onto the briefs.  (Read the briefs here and here)

9) Amending the UCC.  On July 1st, Governor Patrick signed into law “An Act making amendments to the uniform commercial code covering general provisions, documents of title and secured transactions.”  We collaborated with the Massachusetts Bar Association and the Massachusetts Bankers Association to get this bill before the House and Senate for their final approval.  While this law didn’t make big news, it will remove needless obstacles that small businesses run into when trying to secure credit.

10) Paula Carey named Chief Justice of the Trial Court.  We cheered when Paula Carey, former Chief Justice of the Probate and Family Court began her post as Chief Justice of the Trial Court this summer.  We look forward to working with her and Court Administrator Harry Spence as the trial court implements its strategic plan.   

11) Judicial Pay Raise.  At long last, the legislature passed a judicial pay raise – an essential step to continuing providing the high quality justice residents of Massachusetts expect and deserve.  Before this legislation, Massachusetts ranked 48th in the nation in judicial compensation. 

The $30,000 raise will take effect in two equal installments; the first increase will be effective January 1, 2014 and the second increase will be effective July 1, 2014. 

12) A Step in the Right Direction for Mandatory Minimum Sentences.  In August, U.S. Attorney General Eric Holder unveiled a Justice Department proposal to reduce mandatory minimum sentences for nonviolent drug offenses, something that the BBA continues to work on at the state level.  Repealing mandatory minimum sentences for low-level drug offenses is sensible, fiscally responsible, and more protective of public safety.  Repealing mandatory minimum sentences also returns to judges the discretion they need to dispense fair and effective justice.

13) Juvenile Justice.  This summer, the state enacted “An Act expanding juvenile jurisdiction.”  This law, raising the age of jurisdiction for juvenile courts from 17 to 18 years old, was unanimously supported by the BBA Council.  The change moved Massachusetts in line with the majority of other states and, according to researchers, will give minors a greater chance of becoming productive members of society.

2013 was a significant year.  Here’s looking ahead to a great 2014!  Happy holidays!

– Jonathan Schreiber
Legislative and Public Policy Manager
Boston Bar Association
Comments are disabled for this blog. To submit your comments please e-mail  issuespot@bostonbar.org

Leave a comment

Filed under Uncategorized