Now showing items 1-10 of 25
Short summaries of interesting happenings in the world of estate planning.
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.
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.
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.
Rewards from the Grave: Keeping Loyalty Program Benefits in the Family
This article discusses several popular loyalty and frequent flyer programs and their policies on transferring accrued benefits to beneficiaries upon the owners’ deaths. Advice is given to attorneys and members of these ...