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Probate Attorney
11Lost copy of will
02
Jun

What Do You Do if You Lost the Original Copy of a Will?

What do you do if you lost the original copy of a Will or you cannot find the original?  What if you can find a copy of the Will?  Can you probate a copy of the Will?  If you can probate a copy of the Will, how do you go about probating a copy of...
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11memorial day image
02
Jun

Houston National Cemetery Hosts Memorial Day Celebration

Memorial Day is a federal holiday observed on the last Monday of May each year. The day honors and remembers the military personnel who died while serving in the United States Armed Forces. The holiday originated after the American Civil War to commemorate Union and Confederate soldiers who died in the war. Today, Memorial Day...
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11judge in robe writing on paper
02
Jun

Court Makes Ruling in Michael Jackson Estate Case: Estate Taxes for Celebrities

When estates are left behind, particularly large ones, there is often a dispute. Such is the case with the estate of the late Michael Jackson. Even though he left this earth over a decade ago, the value of aspects of his estate is just now being decided by the courts. Michael Jackson was undoubtedly one...
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11probate after a muniment
02
Jun

Probate After a Muniment of Title

Muniment of title is an alternative to the probate process in Texas. It is cost-efficient.  It is fast–relatively speaking. A Will is required. Instead of appointing you as the executor, the probate court enters an order distributing property according to the Will. And walla! But what if the story does not end there? What if...
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11family settlement agreements
02
Jun

Drafting Agreements in Probate Cases

The beneficiaries and heirs of a probate estate are not stuck with the distributions set out in the decedent’s will or by Texas intestacy laws. The beneficiaries and heirs can agree among themselves to some other distribution scheme. This usually involves negotiating and recording the agreement in a family settlement agreement. A carefully drafted settlement...
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11texas personal jurisdiction executor probate
02
Jun

Nonresident Executor Subject to Texas Jurisdiction

Many courts shifted to online zoom hearings when the COVID virus situation started. This includes probate courts in Texas. This makes sense. Many probate hearings require witnesses. The witnesses are usually friends and acquaintances of the deceased. As with the deceased, generally, they are usually older. They may be more susceptible to have a strong...
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11houston probate term of trust
02
Jun

Anti-Defamation Law Trumps Terms of Trust

There are laws that conflict with other laws. These conflicts are often due to competing policies. What may have been a good policy for one fact pattern, may not be a good policy given a slightly different fact pattern. The recent Marshall v. Marshall, Nos. 14-18-00094-CV, 14-18-00095-CV (Tex. App–Houston [14th]), case provides an example. The...
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11probate book
02
Jun

Guardianship Claim Bars Probate Claim?

Imagine that you are owed money by someone who becomes incapacitated and they have a guardian appointed. Your debt is not secured by any property, such as real estate. The guardian sends you a notice to submit your claim for payment. The debtor is of an advanced age or not expected to live long due...
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11simultaneous signatures on will
02
Jun

Are Simultaneous Signatures Required for a Will?

The making of a will is serious. A valid will dictates who gets your property and when they get it. An invalid will can result in your property passing according to Texas intestacy law. It can also set up an expensive probate dispute. This is why estate planning attorneys take such care in helping clients...
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11probate discovery rule
02
Jun

The “Discovery Rule” in Probate Disputes

There are some strict deadlines for contesting a will in Texas. The will contest generally has to be filed within two years of the time the will is admitted to probate. What happens if one of the parties hides the existence of the will and secretly probates the will? What if they make statements to...
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