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Manipulating the Conduct of Beneficiaries With Conditional Gifts
This article explores conditional gifts and focuses on how to increase the likelihood that the court will enforce the conditions. The author discusses forces acting against conditional gifts, the types of conditions which ...
A Guide to Fiduciary Selection
This article discusses the threshold legal criteria for Texas executors, trustees, and agents, their desirable qualities and characteristics, the potential benefits and disadvantages between using individual versus corporate ...
Updated Primer on Lady Bird Deeds
This article discusses why one would use a Lady Bird deed (enhanced life estate deeds) and what other alternatives exist. Concerns surrounding the use of Lady Bird deeds are also addressed.
How to Conduct an Illinois Will Execution
This article provides steps to conduct a proper Illinois will execution ceremony that will protect against later contests and disputes.
Case Law Update: 2010
This article discusses judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters. The article covers approximately twenty-five cases that were ...
How to Conduct a Texas Will Execution
This article suggests the proper steps and format for a Texas will execution ceremony which can help prevent future will contests.
Short summaries of interesting happenings in the world of estate planning.
Avoid Being a Defendant: Estate Planning Malpractice & Ethical Concerns
An estate planner may become a defendant in a case involving an estate he or she planned in two main ways. First, the attorney may have performed his or her services in a negligent manner potentially creating exposure to ...
Estate Planning for Pet Owners
The textual content of PowerPoint slides used at an ALI CLE presentation on estate planning for pet owners.
What Estate Planners Need to Know About Firearms
A variety of issues are involved upon the transfer of firearms to beneficiaries after death. Federal and state firearms legislation and regulation often control whether the possession of certain types of guns are legal. ...