State laws have generally not kept pace with the reproductive options available.
The most low-tech approach, sperm donation, has been around for several decades,
yet according to Susan Crockin, an attorney in Massachusetts who specializes in
law relating to reproductive technology, only 35 states have statutes that
clarify the identity and obligations of the intended father, or how to establish
that identity. When it comes to newer techniques, even less legal guidance
exists. Only 10 states have laws addressing donor eggs or embryos. The laws
addressing surrogacy are particularly a patchwork, Crockin says. Among states where there are laws, there is hardly consistency. Not all states
recognize the intended parents as the legal parents from birth. Prospective
parents should make certain they understand existing state laws, as well as
check with an experienced attorney, estate planner and/or fertility counselor to
ensure that all required paperwork and procedures are complete. Some states,
meanwhile, might require a parent unrelated by genes to petition the court for
recognition before the baby is born. Still others require the parent who is not
related to go through a curtailed—or even complete—adoption proceeding after the
baby is born.
Laws also change over time as societal perceptions evolve. Dinsmore Adams, an
estate planning attorney with Curtis, Mallet-Prevost, Colt & Mosle in New
York, points out that as late as the 1950s, unless a person specifically named
an adopted family member as the beneficiary of a will or trust, that person
would often be cut out. “It was thought that if there was a question, the money
should follow the blood,” he says. “That eventually changed.” Indeed, state law prevails when a person dies without a will or trusts in place.
However, even if a parent puts wishes in writing, problems can arise if the
documents do not properly address a situation of assisted reproduction. This
situation often requires a local judge to weigh in. As Robert Browning, an
estate planning attorney with WealthPlan in San Jose, points out, even if a
parent and the state recognize a child as entirely the parent’s, that doesn’t
mean the child is an heir. Families can seize on language that does not
specifically include a child born by alternative means to argue that a distant
relative, or even a grandparent or parent, did not intend for the child to be an
heir. Even if a parent and the state recognize a child as entirely the
parent’s, that doesn’t mean the child is an heir. | A New York court case decided earlier this year illustrates the unpredictable
nature of estate planning as it relates to ART. In 1959, a New York lawyer
created a trust that would eventually benefit his grandchildren, however he
specified that adopted children “shall not be recognized.” Decades later, one of
his daughters and her husband had twins using the husband’s sperm, a donor egg
and a surrogate mother in California. The trustees then went to court to
determine whether the trust should benefit the twins or if they should be
excluded as adopted children.The judge relied on the fact that California—the home of the surrogate—did not
consider the children to be adopted. That state has separate processes for
establishing parenthood via adoption and surrogacy. In this particular case, the
original trust funder had specified that spouses could receive money from the
trust, which indicated to the judge that the man was open to nonblood relations
benefiting from it. Because there was nothing in the documents to signal that
the man would have wanted to exclude children born through assisted
reproduction—which was still science fiction in 1959—the court declared the
twins to be their mother’s—and therefore their grandfather’s—descendants who
could receive money from the trust. Adams, one of the attorneys who represented the trustees, says he believes the
case has modest precedent value, because it is hard to imagine a similar
collection of facts cropping up again. But the case shows how difficult it is to
predict how fertility issues will arise in a family and what unexpected
questions they might raise.
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