Now showing items 1-10 of 15
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.
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.
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 ...
Case Law Update: 2012
This article discusses thirty cases relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters.
Are In Terrorem Clauses Still Frightening?
This article discusses the history of in terrorem clauses and the enforcement of in terrorem clauses in Texas. Next, the author discusses the intent of the passage of HB 1969 and how it may change the enforcement of in ...
Lessons from the Supreme Court of Texas
A discussion of seven Texas Supreme Court cases and several other non-Texas Supreme Court cases that will have an effect on Texas estate planning.