| When Max Feinberg was in dental school in
the 1920s and '30s, he was one of only a handful
of Jews in his class and was subjected to
anti-Semitic slurs. He graduated at the height
of the Depression and worked a seven-day week to
build his dental practice. Although he did not
adhere to the Orthodox Jewish practices in which
he was raised, his Judaism was a crucial part of
his life. He and his wife, Erla, belonged to a
Conservative synagogue, observed Jewish
tradition and always celebrated Jewish holidays.
Before he died in 1986 at age 77, Feinberg
had his attorney insert a clause in his will
concerning the distribution of his considerable
financial assets. It stated that none of his
grandchildren, or their children or
grandchildren, would inherit the $250,000 he had
allotted to each of them if they married a
non-Jewish spouse unless the spouse converted to
Judaism.
Max Feinberg couldn't have known that that
clause would become the subject of intense
scrutiny and the basis of a lawsuit. In it, one
of his grandchildren sought to prove that the
clause was invalid. An Illinois court agreed.
Now the Illinois Appellate Court has confirmed
the decision, with one Jewish justice offering
an impassioned dissent. There's a possibility
the case may go to the Illinois Supreme Court
next.
The case - the first of its kind ever to be
heard in an Illinois court - has occasioned such
intense discussion in the Jewish legal community
that the Decalogue Society, Chicago's Jewish bar
association, is planning an entire program
around it.
It has caused some Jews to worry about
whether it may affect the way they distribute
their assets after they die.
And it has deepened a rift within the Chicago
Jewish family whose fortunes it involves.
The case, formally known as In re Estate of
Max Feinberg, pits Michael Feinberg and Leila
Taylor, Max Feinberg's children, against their
combined total of five grandchildren - two of
Feinberg's and three of Taylor's. (Although both
Feinberg and Taylor and all five of the
grandchildren are named in the lawsuit, not all
are active participants in the case, which
essentially pits Michael Feinberg against his
daughter, Michele Trull. In addition, one of the
five, Jon Taylor, is married to a Jewish spouse
and therefore would not be subject to the will's
stipulation in any case.)
The crux of the Feinberg case is what's
referred to by the Appellate Court as "the
Jewish clause." With legal language intact, it
states: "A descendant of mine other than a child
of mine who marries outside the Jewish faith
(unless the spouse of such descendant has
converted or converts within one year of the
marriage to the Jewish faith) and his or her
descendents shall be deemed to be deceased for
all purposes of this instrument as of the date
of such marriage."
While the case involves several other
technical issues related to Max and Erla
Feinberg's will, the heart of the matter is
whether the "Jewish clause" is enforceable. The
Circuit Court of Cook County determined that it
wasn't. The Appellate Court agreed after
reexamining the provision.
The basis of the justices' argument was that
the "Jewish clause" violated established
Illinois case law invalidating any provision
that "acts as a restraint upon marriage or ...
encourages divorce," in the words of an 1898
Illinois Supreme Court case that was the first
in which the issue came into dispute.
The majority decision cited several other
cases in which an Illinois court had invalidated
a provision in a will that was based on the
heir's marriage. (None of the cases involved
Judaism. Rather, it appeared that the parents in
the other cases simply didn't like their child's
spouse.) The court found such provisions to be
"against public policy" and therefore void under
current Illinois law.
In the majority opinion written by Justice
Joy V. Cunningham, the justices state that "the
provision in the case before us is invalid
because it seriously interferes with and limits
the rights of individuals to marry a person of
their own choosing." Illinois courts, they
state, "have found similar provisions to be
against public policy (dating) back to 1898."
What it means in practical terms is that the
Feinberg grandchildren, even the four who have
married non-Jewish spouses, will receive their
bequests of $250,000 each.
In a separate "specially concurring" opinion,
Justice Patrick J. Quinn states his agreement
with the main opinion but goes even further into
the Feinberg family dynamic, writing that
because Michael Feinberg and Leila Taylor would
receive their children's inheritance if the
"Jewish clause" were ruled to be valid, "Leila
and Michael wish to deprive their own children
of their inheritance."
If the "Jewish clause" were valid, he writes,
"the position it espouses could just as well
result in the courts being required to enforce
the worst bigotry imaginable" - individuals
could stipulate that their heirs would lose
their inheritance if they married Jews or
blacks, for instance.
Justice Alan Greiman wrote
a dissenting opinion. "Max and Erla Feinberg
seek to preserve their 4,000-year-old heritage"
by inserting the marriage provision in their
will, he states. He adds that he finds the
Illinois cases the majority cited to be
irrelevant to the present case and cites other
cases that seem to point to the validity of the
clause. "Max and Erla had a dream with respect
to the provisions of their will and if you will
it, it is no dream," he concludes, echoing
Theodor Herzl's famous aphorism.
Greiman expanded on his position in a recent
phone conversation. "The majority opinion took
three cases where the testator (person writing
the will) had been advocating divorce," he said.
"That kind of thing, encouraging divorce, is
against the public policy of the state, and the
majority opinion used those cases as the basis
for knocking out the Feinberg case. But the
majority of states have approved things like
that."
The Feinberg case is the first of its kind in
Illinois and there is no case law involving this
particular issue, he said. The case "is very
different" from the other cases cited in the
majority opinion, he said. "It is not
encouraging a divorce. It's his money and he
could do what he wants to do with it. It's not
unreasonable, there should not be public policy
against it. Do I think (what Max Feinberg did)
is a wonderful thing to do? No. I think it's
prejudicial. But when you're giving your money
away you can have some prejudices."
As to the "public policy" issue, Greiman
said, "Sometimes when judges are activists, they
determine public policy. They think the
limitation that (the heirs) marry somebody of
the Jewish faith is so outrageous. In most
states they allow this - not just with Jews but
for Catholics and others.
"Illinois is the minority," he said.
Justice Greiman's assessment that Max and
Erla Feinberg were seeking to "preserve their
4,000-year-old heritage" was not far off the
mark, according to their son, Michael Feinberg.
Now 71 years old and recently retired, Feinberg
is a dentist like his father and was in practice
with him for 25 years. He was present when the
clause in the will was drawn up, he said.
Max Feinberg "had a strong commitment to
Judaism, to JUF," the Jewish United Fund, he
said. "He was raised in an Orthodox home. We
were raised in a Conservative family but we
upheld all the traditions. Till the day he died,
he was a member of his congregation," A.G. Beth
Israel in Chicago.
In addition, Michael Feinberg said, his
father had a strong commitment to education and
was the only one of six siblings to graduate
from college. "He tried to instill that in us,"
Feinberg said. So strong was Max Feinberg's
belief, in fact, that he paid for the college
educations of all five of his grandchildren
through funds he left in his will for the
purpose, including medical school for one
grandchild and graduate degrees for several
others.
"He valued education," Feinberg said. "After
all, we are the people of the book. This is what
was indoctrinated in him and in us. We would
hear stories (from his childhood) of how on
Shabbos there were no lights on in the house so
he would go to the Boys Club to study."
After Michael Feinberg's sister married and
moved to the West Coast, "I was the only one
present on a daily basis with father and mother
in later years," he said. He was present when
the Feinbergs' lawyer drew up the will and "he
did discuss that clause with me, asked me how
did I feel about it. I said I would go along
with it because that's what I was brought up
with."
His mother "by and large supported" her
husband's feelings on the matter, he said. Erla
Feinberg came from a Reform Jewish family whose
members had lived in this country for years, but
had affiliations to Judaism that were as strong
as her husband's. "She made all the holidays,
she passed on the recipes for gefilte fish, the
blintzes made from scratch. We have all the
memories - the meat grinder that attached to the
table for making chopped liver from scratch. My
wife still makes it," Feinberg said.
When Max Feinberg was inserting the "Jewish
clause" in his will, Michael Feinberg's son,
Aron, was in high school and dating a non-Jewish
girl, he said. Max Feinberg "made him aware of
what his feelings on it were," he said. "He was
taking this non-Jewish girl to his high school
prom. That was the reason for the clause. (Max)
wanted to keep the traditions and the feelings
of Judaism within the family, keep the family
name."
Aron Feinberg, now a Chicago doctor, did
marry a non-Jewish woman but their three
children are being raised Jewish, Michael
Feinberg said. The family belongs to a
congregation in Northbrook and Michael Feinberg
and his wife, Marcy, "go to the same
congregation and observe the (Jewish) holidays
with them," he said.
He added that Aron Feinberg "didn't care"
about the inheritance from his grandfather.
"He's a physician and is able to provide for his
family. He married the woman he loved. He didn't
care whether his grandfather gave him money or
didn't give him money," he said.
One of Aron's sons is named Max, after his
grandfather. "It's a good name being carried
on," Michael Feinberg said.
It's a different story with his daughter,
Michele. "My son goes along with whatever his
grandfather stated, but my daughter does not,"
he said. "Yes, it's caused a rift. I have not
talked to my daughter in the last three years.
She married a man who has drawn her away from
the family. He refers to us as 'those people,'"
he said. (Michele Trull could not be reached for
comment.)
In his sister's family, he said, the case has
not caused dissension because family members are
wealthy in their own right. None of those
grandchildren appeared in court to support the
lawsuit, even though they are named in it.
Michael Feinberg said he was "very hurt" by
the court's decision. "I would like to see them
at least carry out the terms of a dead man's
wishes since he can't appear himself," he said.
"I felt it was an arbitrary dispute brought up
only by my daughter and her husband. She felt
she was being deprived."
He said he believes that some of the
justices, who are perhaps 20 years younger than
he, "have a different mindset. I'm speaking from
the position of a 71-year-old." He still
remembers what it was like to be one of just
four Jews in a dental school class of nearly
100, he said, and the difficulties that ensued
when exams were scheduled on the High Holidays.
"You had to be one step above the others just to
be equal," he said.
Feinberg's wife, Marcy, said that "we hope
the Supreme Court accepts the case. Really
everybody in all religions should have the right
to do what they want with their own money. All
our friends are scared to death of this
decision."
Michael Durkin, Michael Feinberg's lawyer,
said the case is "very interesting. On the one
hand, you have individual freedoms that have
been afforded to people from common law concepts
of being able to convey their property to family
members as they determine. That is offset
against public policy concerns that the
conditions attached to the bequest may affect
marital relations."
"There was no precedent for this in Illinois.
This is viewed as the case of first impression
on this clause," he said. (The defendants'
attorney, James Carey, did not wish to comment
on the case for this story.)
Durkin said that he and the parties he
represents and the lawyers representing Leila
Taylor and her husband are currently reviewing
the case to decide whether they will petition
the Illinois Supreme Court to review it. He
believes there are several reasons why the
state's highest court should agree to hear it.
"The appellate court relied on cases that
involve trusts that encourage divorce," he said.
"Those are distinguishable from the case at
hand." In addition, he said he believes the
notion that the clause in question violated
public policy has not been thoroughly
established. "The Greiman (dissenting) opinion
highlights some of the issues we believe need to
be addressed at that level," he said.
Also, on a technical issue, when Max
Feinberg's will was drawn up, the matter fell
under a series of laws known as the Second
Restatement of Trusts, which, Durkin said, would
allow provisions such as the clause in question.
A more recent Third Restatement of Trusts, which
the court used to invalidate the clause, has not
yet been adopted as law, he said.
A petition asking the Supreme Court to review
the case must be filed in the next three weeks,
he said.
While the Feinberg decision has not yet
received much discussion in the Jewish community
in general, one group of Jews has been
preoccupied with it: lawyers.
"It's been an extremely hot topic in e-mails"
among members of the Decalogue Society of
Lawyers, Chicago's Jewish bar association,
according to Executive Director Devorah Heyman.
In an e-mail sent out to
members, the organization's recently installed
president, Andrea M. Schleifer, wrote, "This
case is important because it involves compelling
Jewish interests on both sides: those who
believe that each of us ought to have the right
to determine the disposition of our own
property; and those who believe that such
provisions in a will ought to be prohibited as
discriminatory, and echo anti-Semitic provisions
which members of the community have historically
been subjected to."
In a phone conversation, Schleifer said
members feel so strongly about the case that,
during an executive board meeting, it was
decided to plan a program for the fall, in
conjunction with several local law schools, in
which participants would discuss the pros and
cons and the impact of the decision.
Members are already doing that informally,
she said.
"Justice Greiman is one of our most respected
members, and we appreciate and acknowledge his
brilliance," she said. "The discussion has been
very heated about his dissent. Some of our
members were very delighted with the dissent and
think that should be the law. Others felt that
discriminatory clauses have been used to harm
Jews in the past and were happy with the
majority decision." Within the society, as
tradition has it in the Jewish community in
general, there are often "three Jews and 10
opinions," Schleifer said.
If the decision stands, she said, some
members worry that "anything that anybody would
write in a will would be subject to
interpretation by a court, and they would be
obligated to eliminate any kind of restriction
or direction that somebody would be excluded
based on religion."
"Many (members and ) people on our board are
very supportive of Greiman's position," she
said. "They wrote about feeling strongly in
favor of the position. Many people said they see
a 'second holocaust' by virtue of Jews
intermarrying."
Others on the board, some of whom are married
to non-Jews, "say this is totally discriminatory
and should not be enforced, that it's no
different from a provision saying if my
grandchild marries a black person they shouldn't
be able to inherit," she said.
As for herself, Schleifer said, "I'm of two
minds. My gut feels one way. I certainly am
concerned about the diminution of the Jewish
community. On the other hand I'm also a very
strong proponent, as is Justice Greiman, of
inclusion and non-discrimination. I'm glad I
didn't have to make the decision."
She added that most people in the Jewish
community are probably not aware of the decision
but should be, because if it is allowed to stand
it could affect the way they leave their money
to future generations. While a provision such as
the one Max Feinberg put in his will may not be
enforceable, people may still be able to achieve
the same results by using other types of estate
planning documents, she said.
"This is certainly the hottest topic we've
had in quite a while," she said. "It's been an
incredibly energizing experience to see people
so invested, so interested and responsive to the
various issues raised. I was just installed (as
president) a couple of weeks ago, and I feel
like this is already an exciting year. This is a
really important issue."
Steven H. Resnicoff, a
professor at the DePaul University College of
Law who is also an attorney, ordained Orthodox
rabbi and expert on Jewish law, agrees.
The case "is significant in that it is
different from what the majority of
jurisdictions" have ruled, he said in a recent
phone conversation. "Therefore estate planners
were likely to have thought that it was
permissible to structure the will the way it was
structured, and unless they hear about it and
make changes, the intention of the testators
(those making the will) are going to be
frustrated. The word has to get out so people
can accomplish their objectives in a permissible
way."
As for the case itself, he sides with the
dissent. "I think it's unfair," he said of the
majority opinion. "The reason given by the
majority was that the provision conflicts with
public policy in favor of marriage and against
divorce. But it seems to me that's really a
smokescreen. What may have rankled some of the
people is the fact that someone wanted to
influence the heirs' religious choices. That
bothers people, particularly people who are not
sympathetic to religion," he said. "It seems
disingenuous to make this kind of decision based
on the supposed public policies in favor of
marriage and divorce."
From the perspective of Jewish law, he said,
a person is not supposed to disinherit his or
her children unless they have converted to
another religion, but since this case involved
Max Feinberg's grandchildren, it was not
inconsistent with Jewish law.
Still, Resnicoff said, "the concept under
Jewish law is that generally, even if an heir
doesn't behave properly, we hold out hope for
that person." So, he said, declaring the
grandchildren who married non-Jews "deceased"
"doesn't violate the letter of Jewish law but it
does violate the spirit - for very different
reasons from what the court said."
Meanwhile, Michael Feinberg waits to hear
whether the Supreme Court will review the case.
With a different point of view, so does his
daughter.
So do many in the Jewish and legal
communities. Stay
tuned. |