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Case Studies

Case Studies

These case studies are provided as examples of common fact patterns and situations that we can assist with.

11accessing a bank account
02
Jun

Case Study: Accessing a Bank Account

This case study involves a widow who was seeking assistance to access her late husband’s bank accounts. Despite presenting an affidavit of death and a death certificate and being the successor on the account, she was told by the bank that she needed a letter testamentary to access the account. This situation was complicated by...
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11case study estate with debts
02
Jun

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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11standard texas probate
02
Jun

Case Study: Probate for a Standard Texas Probate

Bob needed to talk to a Texas probate attorney as needed guidance on managing a standard estate left by his recently deceased mother. Bob was the executor of the estate as per the mother’s will. The estate included a residence, a vehicle, household contents, and a checking account, all of which needed to be distributed...
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11will contest attorney
02
Jun

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
02
Jun

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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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...
KEEP READING
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...
KEEP READING
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...
KEEP READING