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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 ...
Properly Interpreting Wills
A short analysis of a 2000 Supreme Court of Texas case. Assets related to real property passed to the residuary beneficiary even though extrinsic evidence showed the testatrix wanted this additional property devised to ...
The Benefits and Disadvantages of Living Trusts
An inter vivos trust, also known as a living trust, is created during the lifetime of the settlor; testamentary trusts do not take effect until the settlor dies. This article discusses the advantages and disadvantages of ...
A Texas Notary’s Guide to Estate Planning Documents
Properly notarized estate planning documents are necessary to ensure the validity of these signed documents. This article discusses steps notaries should take when acknowledging and notarizing estate planning documents. ...
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.
2007 Texas Legislative Update: Intestacy, Wills, Trusts, and Related Matters
An update of the legislative changes regarding selected matters pertaining to Texas wills, trusts, estates, and other related matters.
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.
2015 Texas Estate Planning Legislative Update
This article reviews the 2015 Texas Legislature’s enacted legislation relating to the Texas laws of intestacy, wills, estate administration, trusts, and other estate planning matters.
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 ...
What Estate Planners Need to Know About the Revised Uniform Anatomical Gift Act
This article examines the Revised Uniform Anatomical Gift Act as enacted in 2009 with an emphasis on the changes from prior law.