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Texas Estate Planning
Will and trust forms annotated with alternate clauses, pitfalls to avoid, practice tips, recent cases, and tax considerations, and includes questionnaires, explanatory cover letters, asset flow charts, and case-based examples.
Publisher: James Publishing
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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
Additional forms materials are available from James Publishing; access to those materials can be requested directly from James by following guidelines provided within the eBook or emailing forms@jamespublishing.com.
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