Education, Not a Legal Document, Determines the Future



Everyone is familiar with the adage that the only things absolute in life are death and taxes. Even though many high-priced trust and estate lawyers claim that they can eliminate one of those items, the certainty of death has not yet been eliminated.

The only other certain thing in life is uncertainty.

Religion, belief in God and its accompanying rituals provide many people with a pillar of steadiness in a shaky world. For many Jews, the Torah provides the detailed blueprint for living our lives. Each one of us is on a transient journey in life. No matter how much we think we are in control of events that surround us, we are all subject to the shifts in weather and the economy. The idea that we can control the present, let alone the future, is a delusion.

The futility of trying to control other people and manipulate them into adhering to our belief system has been highlighted in the story of the late Max Feinberg, a Chicago dentist who died in September 1986 at the age of 77.

Feinberg was a child of immigrants with a strong work ethic who saw patients seven days a week. He was also a savvy stock investor who made a lot of money. He was proud of his Judaism and hoped that his grandchildren would carry on his Jewish heritage.

Max's life trajectory was not too different from other Jews of his generation. He was a traditional Jew, but made a few compromises in his strict observance (like working on Shabbat) in order to advance in life. Nevertheless, he belonged to several synagogues, socialized with Jews, and both his son and daughter married within the faith.

He probably assumed that Jewish tradition would be transmitted to his children and grandchildren through osmosis. Since his family had a deep connection to Judaism, there was no reason for Max to believe that his grandchildren would be different.

As he grew older and witnessed the impact of rampant assimilation and intermarriage ravaging the Jewish community, he became very frightened. When Max learned that his grandson had taken a non-Jewish girl to his high-school prom, it propelled him to act. It is reported that Max put a provision in his will that explicitly prohibited any of his descendants from receiving their share of his multimillion dollar estate if they married a non-Jewish spouse who had not converted to Judaism.

In the past 20 years, four of Max's five grandchildren have married non-Jews. In a flurry of suits and countersuits within the family that have resulted over the division of the estate, some of Max's grandchildren have attempted to set aside the Jewish marriage provision in Max's will.

If you have the same priorities as Max, you should forget the trust fund. Give your descendants a Jewish education. Max Feinberg made a fundamental error in judgment. He felt that he could control the future and govern from the grave. He felt that he could guarantee his family's Jewish lineage by drafting a will with a monetary sanction. But, after vicious internecine legal battles, an Appellate Court in Illinois recently ruled that the will's marriage provision is "contrary to public policy" and, thus, invalid.

Appellate Justice Alan Grieman issued a powerful dissent, stating, "Max and Erla [his wife] had a dream with respect to the provisions of their will and, if you will it, it is no dream." Other states have upheld such intermarriage provisions. Nevertheless, barring a reversal by the Illinois Supreme Court, the intermarried grandchildren will ultimately receive Max's money.

When young people have no connection with their Jewish spirituality, it's impossible to mandate marriage within the fold. Had Max and others like him invested the bulk of their funds in a meaningful Jewish education and insisted that their grandkids attend a Jewish day school, they might well have accomplished the goal of having their Jewish legacy continue.

Ultimately, the only thing that matters — the thing that will endure beyond the grave and govern future generations — is our Torah and connection to God. Only by transmitting the spiritual teachings of our tradition can we prop up the fragile sukkahs of our own lives, and build a deep and enduring foundation for the future.

George D. Hanus is chairman of the Chicago-based Superfund for Jewish Education and Continuity.


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