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Short summaries of interesting happenings in the world of estate planning.
Web Meets the Will: Estate Planning for Digital Assets
As a general rule, personal property falls into two major categories—tangible and intangible. Recently, many have started to use a subdivision of personal property known as “digital assets.” Most attorneys are not sure ...
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 ...
Teaching Materials on Estate Planning
A casebook comprehensively reviewing the estate planning process.
Video Requiem: Thy Will Be Done
Video recording will execution ceremonies can be very useful as they may help avoid will contests. The author gives an outline of the procedure to follow when videotaping a will execution ceremony, the required substantive ...
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 ...
Estate Planning for Pet Owners
The textual content of PowerPoint slides used at an ALI CLE presentation on estate planning for pet owners.
Your Trust-Worthy Pet
This article gives background and guidance on how to be a pet-friendly estate planner. The author also gives thirteen key points to consider before deciding to choose a traditional pet trust.
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. ...