A will has to be executed with the proper legal formalities. This includes having the terms of the will be in writing and signed by the decedent. There have been a number of disputes as to what counts as a writing and what counts as a signature. The courts have developed a plethora of cases...KEEP READING
What happens if someone makes a promise to leave property to another person in their will, but then they update their estate plan and their promise is not fulfilled? What if the promise was not reduced to writing? Can the person recover property from the probate estate based on a verbal promise? These questions are...KEEP READING
Living arrangements can pose a number of problems when an older family member is placed in a home or they die. The family members have to decide what to do with the property. These issues often result in probate litigation after the parent dies. But what about when the parent is alive, but incapacitated? If...KEEP READING
An executor has a fiduciary duty as to the beneficiaries of a probate estate. If they breach this duty, the beneficiaries still have to establish the amount of any damages. If the damage is the loss of property, the measure of damages is the fair market value of the property that was lost. This raises...KEEP READING
There are a number of deadlines that apply in probate disputes. These deadlines are strict given the policy for having finality with probate matters. The recent Watson v. Schrader, No. 11-18-00064-CV (Tex. App. [11th Dist.]–2020) case provides an example. Facts & Procedural History The dispute involved wills executed in 1995 and a family trust created...KEEP READING
When a loved one dies, the surviving family members often find that the decedent’s will included terms that they do not agree with. This may be due to family dynamics, a sense of entitlement, or simply a differing view of who should inherit. These situations often lead to probate disputes. The In re Estate of...KEEP READING
Say mom dies. She was a resident of Harris County, had a second house in Liberty County, and was temporarily living in a nursing home in Fort Bend County. When she dies, in what county do you file the probate application? The quick answer is you file the application in the county in which the...KEEP READING
If someone dies, does Texas law allow the dead person to sue you? The answer is not as clear-cut as one would think. The court addresses this in Balderaz v. Martin, No. 13-18-00056-CV (Tex. App.-Corpus Christi 2019). Facts & Procedural History Josephine died without a will. Before she died and unrelated to her death, she...KEEP READING
One of the issues that often comes up in probate cases is whether the parties can recoup their attorneys fees from the estate. The answer is usually yes, but there are rules involved. The Estate of Pharris, No. 10-17-00260-CV (Ct. App.–Waco 2019), case provides an opportunity to consider these rules. Facts & Procedural History This...KEEP READING
A temporary guardianship is a legal arrangement where an appointed person takes care of a minor or an individual deemed mentally incompetent for a specific period. While temporary guardianship can be a helpful solution, there may be circumstances where one party wishes to challenge or appeal the guardianship arrangement. Usually, in probate and guardianship cases,...KEEP READING
