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Probate Attorney
11case study estate with debts
05
Mar

Case Study: No Will, House, & Significant Debts

When Sam and Jamie’s mother passed away in Houston, Texas. They found themselves with an estate to administer but no will to guide them. While Sam resides in the same city as the estate, Jamie lives in Germany, making the coordination even more challenging. The siblings sought legal assistance to navigate the probate process. The...
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11will contest attorney
01
Jan

Case Study: Challenging a Will & Probate

In this case study, we delve into a typical scenario encountered by our probate attorneys involving a will contest. It involves a contest to a deathbed will that was executed just before the person died. One sibling purported to have a new will for the decedent and refused to produce it. The Challenge We were...
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11revocable trust for real estate
15
Dec

Case Study: A Revocable Living Trust for Anonymity & Asset Protection

We recently had the opportunity to assist James, a local celebrity of sorts and a real estate investor, with his estate planning needs. James contacted us seeking guidance on setting up a revocable living trust and transferring his LLCs into the trust for enhanced anonymity and asset protection. In this case study, we outline the...
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11
19
Aug

Estate Planning for Blended Families & Minor Children

One of the most challenging fact patterns when it comes to estate planning is the blended family, such as a couple who get divorced and there are children from later marriages. This gets particularly difficult to plan for when minor children are involved. The combination of step-children and minor children can result in some odd...
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