A form to list assets and their locations so they may be located upon the owner’s death.
Checklist of documents for estate planning.
Relevant Code sections regarding the statutory power of attorney.
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.
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.
Overview of duties of a guardian of an incapacitated person.
Overview of the duties of a guardian in administering the 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.
Living Trust Scams and the Senior Consumer, Information on fraudulent and misleading statements used in living trust scams. .
Understanding what is contained in the Texas Lawyer’s Creed and how it applies to attorneys.
Understanding what is contained in the Texas Lawyer’s Creed and how it applies to attorneys.
A Guide for Clients, Guide for clients on duties and responsibilities of a trustee.
Form for information to initiate probate proceedings.
Ouline of needed insurance coverage when building a home.
Using Defective Grantor Trusts, Explanation and use of Defective Grantor Trust (DGT).