Texas Estate Planning

ebook

By Robin Apostolakis

cover image of Texas Estate Planning

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Format

ebook

Author

Robin Apostolakis

Publisher

James Publishing

Release

07 July 2023

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Subjects

Texas Estate Gift & Trust Law Practice Guide
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REVISION 10 HIGHLIGHTS

Texas Estate Planning provides you with the substantial collection of estate planning documents that every estate planning attorney needs. This book contains more than 90 wills and trusts with alternative clauses and ancillary forms. Lucid text offers ready answers, practical advice, and pitfalls to avoid. The discussion is supported with hundreds of citations to statutes, regulations, and cases. The latest edition of Texas Estate Planning brings you new and updated material—

Non-Probate Assets

  • Transfer on death deeds. §2:53
  • IRA and QRP distribution options after the participant's death. §2:142
  • Conduit Trusts. §2:150

    Durable Power of Attorney

  • Hot powers. §4:10
  • Agent's alteration of estate plan (subject to the grant of hot powers). §4:11
  • Grounds for refusing to accept. §4:22
  • Termination. §§4:60, 4:61

    Declaration for Mental Health Treatment

    • Purpose §4:183
    • Execution requirements. §4:184
    • Termination, revocation and disregard of declaration. §4:185

    Wills

  • Revocation as a result of divorce. §10:56
  • Appointment of guardian. §10:111

    Tax-Planned Wills for Married Couples

  • Exemption amount. §13:02
  • Exemption portability. §13:04
  • Example: sample tax-planned estate (no portability election). §13:13
  • Descendants predecease spouse. §13:263

    Trusts

  • Problems with using trusts to avoid probate. §20:04
  • Validity of pet trusts in other states. §20:197

    New and Updated Forms

  • Form 2-3, Transfer on Death Deed Form
  • 2-4, Affidavit of Death Form
  • 4-4, Declaration of Mental Health Treatment Form
  • 23-7 Application for Certificate of Title

    • Format

    ebook

    Author

    Robin Apostolakis

    Publisher

    James Publishing

    Release

    07 July 2023

    Share

    Subjects

    Texas Estate Gift & Trust Law Practice Guide
    Texas Estate Planning