Understanding the Younger-Generation Devise: A Legal Overview

Definition & Meaning

A younger-generation devise refers to a provision in a will that designates an alternate beneficiary who is a descendant of the primary beneficiary. For instance, if a will states that property is to be given to person A, but if A does not survive the testator, then the property will go to A's child, person B. In this case, B is the younger-generation devise. This type of devise ensures that the property can still be passed down to the next generation if the primary beneficiary is unable to inherit.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A testator bequeaths their home to their daughter, but includes a clause stating that if the daughter predeceases them, the home will go to the daughter's son. In this scenario, the grandson is the younger-generation devise.

Example 2: A will states that a family business is to be passed to a son, but if he does not survive the testator, it will be passed to the son's daughter. Here, the granddaughter is the younger-generation devise. (hypothetical example)

State-by-state differences

State Variation
California Allows for specific language in wills to clarify younger-generation devises.
New York Requires explicit mention of alternate beneficiaries to avoid disputes.

This is not a complete list. State laws vary and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Difference
Alternate Devise A provision in a will that designates a different beneficiary if the primary beneficiary cannot inherit. A younger-generation devise specifically refers to a descendant of the primary beneficiary.
Contingent Devise A devise that depends on a specific condition being met. A younger-generation devise is a type of contingent devise but focuses on lineage.

What to do if this term applies to you

If you are creating or updating a will and wish to include a younger-generation devise, clearly outline the primary beneficiary and their descendants. Consider using templates from US Legal Forms to ensure your documents are legally sound. If your situation is complex, seeking professional legal assistance may be beneficial.

Quick facts

  • Typical Use: Estate planning and wills
  • Jurisdiction: Varies by state
  • Legal Forms: Available through US Legal Forms

Key takeaways

Frequently asked questions

It is a provision in a will that allows a descendant of the primary beneficiary to inherit if that beneficiary does not survive the testator.