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Winner’s Curse: The Necessity of Estate Planning for Texas Lottery Winners
(Texas Tech Estate Planning & Community Property Journal, 2014)
Discusses the factors that affects estate planning for Texas lottery winners. Addresses certain tools to accomplish general lifetime objectives such as retirement income, income for disability, and ease of estate management ...
The Texas Mess: Marital Property Characterization of Trust Income
(Texas Tech Estate Planning & Community Property Journal, 2013)
Discusses Texas property law and community property law and the characterization of a beneficiary spouse's interest in the income of a trust funded with separate property. Begins with a historical summary of the relevant ...
Decanting Trusts: Irrevocable, Not Unchangeable
(Texas Tech Estate Planning & Community Property Journal, 2013)
Attempts to demystify the issues by looking at decanting and trust modifications from statutory, common law, and trust agreement standpoints. Decanting is simply a form of trust modification initiated by a trustee. In the ...