Articles

Articles
After the Discount, Then What?

Dealing with the Operational Issues of FLP and Other Entities, What to do (and what not to do) to achieve the goals of a family limited partnership (FLP) and maximize its benefits. Includes common errors that result in FLP failure.

The FLOP FLP

A method to achieve a step-up in basis and the underlying assets of a limited partnership by making a 754 election while retaining the discount benefits of a minority interest in limited partnership for estate tax purposes.

Instructions to Guardian of an Incapacitated Person

Overview of duties of a guardian of an incapacitated person.

Instructions to the Guardian of the Estate of an Incapacitated Person

Overview of the duties of a guardian in administering the estate of an incapacitated person.

Instructions to the Guardian of the Person and Estate of an Incapacitated Person

Overview of the duties of a person when appointed guardian of both an incapacitated person and that person’s estate.

Scams

Living Trust Scams and the Senior Consumer, Information on fraudulent and misleading statements used in living trust scams. .

The Applicability and Practicability of the Texas Lawyer’s Creed

Understanding what is contained in the Texas Lawyer’s Creed and how it applies to attorneys.

The Applicability and Practicability of the Texas Lawyer’s Creed

Understanding what is contained in the Texas Lawyer’s Creed and how it applies to attorneys.

You don’t know Jack.
What it Means to be a Trustee

A Guide for Clients, Guide for clients on duties and responsibilities of a trustee.

Client Information Packet

Form for information to initiate probate proceedings.

Letter to Homeowner Concerning Insurance Needs

Ouline of needed insurance coverage when building a home.

How Good Can Defective Be?

Using Defective Grantor Trusts, Explanation and use of Defective Grantor Trust (DGT).