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Texas Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning, Family Law and Probate for Texas on
Q: What to do when someone is claiming next of kin falsely and getting my son's property?

My 21 year old son was killed in a car accident recently and was living with his step grandmother at the time of his death. He has no wife or children and passed away instate.

She told the police officer she was his grandmother and his next of kin. They did no research and put her down as... View More

John Michael Frick
John Michael Frick
answered on Dec 20, 2023

The common meaning of the term "next of kin" is the relative or person with the closest relationship to your son. The legal definition of the term is much more precise. A significant other or same-sex romantic partner may very well use the expression "next of kin" to describe... View More

1 Answer | Asked in Estate Planning, Family Law and Probate for Texas on
Q: Hi, my uncle recently passed away and in his will he left me $5,000. I am 22 and have been living on my own and complete

Supporting myself since I was 16. With that being said, my Dad got ahold of the funds before they were given to me and now he is withholding them from me. In this legal? Is there anything I can do to make him give it to me ?

James L. Arrasmith
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answered on Dec 14, 2023

In your situation, where your uncle left you $5,000 in his will and your father is withholding these funds from you, it's important to understand your legal rights. As a beneficiary named in a will, you are entitled to receive what was left to you, provided the will is valid and has gone... View More

1 Answer | Asked in Estate Planning for Texas on
Q: I was delivered a life insurance policy at my step father's and it was through the john Hancock life insurance company.

It was stolen and the company office here shut down what's happening to my dividends?

John Michael Frick
John Michael Frick
answered on Nov 29, 2023

The John Hancock Life Insurance Company is still in business. It seems likely that it was just your local agent's office that closed. You should contact the company directly to secure another copy of your policy. You can check your account online to insure that your dividends, if any, are... View More

1 Answer | Asked in Estate Planning for Texas on
Q: I am the trustee for my deceased sister's trust. The full residue clause reads " The Trustee shall distribute the

residue of the trust estate to the then-living issue of Trustor"s mother, by right of respresentation." I need to know if this statement requires me to include the children and grandchildren of siblings that preceded the trustor in death. The trustor had no living children nor... View More

John Michael Frick
John Michael Frick
answered on Nov 14, 2023

Taking any phrase out of context is inherently dicey. It sounds like the clause requires you to distribute to your deceased sister's siblings and their descendants.

Dividing something by right of representation requires a careful review of all of your sister's mother's...
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2 Answers | Asked in Estate Planning and Elder Law for Texas on
Q: Our family trusts, healthcare proxy, etc need update to address and daughter's last name. Codicils okay? Or rewrite all?
John Michael Frick
John Michael Frick
answered on Nov 13, 2023

While you can use a codicil to update your wills, it will make things easier and more clear for your heirs, trustees, proxies, and the court if you simply rewrite them how you want them to be now. Once you update them, collect all of the old ones and discard them.

I have actually had a...
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1 Answer | Asked in Estate Planning and Elder Law for Texas on
Q: I live in Texas. Should I file a homestead declaration, or is not necessary? Thanks.
John Michael Frick
John Michael Frick
answered on Nov 13, 2023

Yes. It will significantly reduce your property tax liability.

1 Answer | Asked in Estate Planning for Texas on
Q: Is it possible for a sitting Texas senator to target a person and take their inheritance. This person becomes invisible

Make vague discriptions of mental wellness and judging their intellectual disability. Never heard of intellectual disability

John Michael Frick
John Michael Frick
answered on Nov 7, 2023

No, not really. A person typically is free to leave his property to whomever he wants in a Will. If a person dies without a Will, his property passes according to the laws of intestate succession.

Unless a sitting Texas senator is named in the decedent's Will or is related to the...
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1 Answer | Asked in Estate Planning and Probate for Texas on
Q: My Aunt made me the beneficiary on her 401k. She is still married. Will her spouse get her 401k ?

Her spouse left her 30+ years ago, but have not divorced. My Aunt is now deceased.

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr
answered on Nov 2, 2023

First I'm very sorry for your loss and offer my condolences.

Generally, a designated beneficiary on a 401(k) passes outside probate much like life insurance or any other account with a designated beneficiary. It is handled based on a written contract and does not come into probate....
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1 Answer | Asked in Estate Planning, Family Law and Real Estate Law for Texas on
Q: Do my step-mother's children have claim to my father's estate (real estate/home) after her passing? There was no will.

Texas - Father died in 2010 with no will. His wife was not on the deed for the home and land, but they were married during the paying of the mortgage (13 of 20 years). Do her children have any rights to the equity in the home?

Anthony M. Avery
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answered on Oct 9, 2023

Hire a TX attorney to search the title and determine heirship. Father's heirs probably own the property. But tax payments may have a bearing.

1 Answer | Asked in Estate Planning, Real Estate Law, Civil Litigation and Landlord - Tenant for Texas on
Q: What's the best course of action when the execurtor and applicant is removed from the probate and wit of possession pen

Two cases still are pending,1. Wit of possession and 2 Trespass to try title,the plaintiff presented death certificates to life insurance company then executor and applicant was removed by the courts own motion.C-1-PB-10-001742 and C-1-CV-18-009261,Case summary shows rent ordered and a default... View More

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr
answered on Sep 25, 2023

The best I can tell is that Plaintiff is either entitled to be named administrator/executor and/or Plaintiff was seeking to remove someone from a home that they were not legally entitled to possess. I'm uncertain if Plaintiff prevailed in Suit to Quiet Title, but since the court issued a Writ... View More

1 Answer | Asked in Estate Planning and Probate for Texas on
Q: Who could I talk to about a will my father passed and had said a property was left to me but then resulted it wasn't.

I'm afraid that my uncle and his girlfriend might have changed the will.

John Michael Frick
John Michael Frick
answered on Sep 22, 2023

If you think your father’s will was altered, you should hire a forensic document examiner to examine the original Will to determine if there is any evidence of alteration.

You might also ask the attorney who prepared the will if he kept a draft in electronic format and compare the draft...
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1 Answer | Asked in Estate Planning, Civil Rights and Probate for Texas on
Q: Us nysone allowed to kick me out of the house I e lived at fir 22 years after my. Nother passed away and left him the ho

I've lived there with my mother for 22 years and I'm disabled, but she left him the house? Can he make me leave?

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr
answered on Sep 15, 2023

I can only focus on the Estate planning/probate portion of your question. If read it correctly you lived in this home with your mother for 22 years. I'm assuming your mother passed away and let me first say I'm so sorry for your loss. I lost my mom 2 years ago and it's hard enough... View More

3 Answers | Asked in Estate Planning, Family Law and Probate for Texas on
Q: How would an heir go about addressing a church pastor who took over a deceased loved one's property and assets?

The heir was informed of the death three days after and was not included in any planning of the services, etc. Upon inquiry at the funeral home was told that they thought she didn't have any family.

Isaac Shutt
Isaac Shutt
answered on Sep 14, 2023

I agree with the previous answer. If it's possible the pastor doesn't know about the heir, it could be that the pastor thought the pastor was actually doing the right thing.

Aside from that, you should definitely consult with a probate attorney ASAP. You probably want to file in...
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1 Answer | Asked in Estate Planning and Family Law for Texas on
Q: My father passed away last year and left his house in an estate where me and 5 other siblings now share ownership.

My father left 2 specific, repeated, verbal instructions (but no will) 1. The house goes to the youngest daughter, and 2. Y'all better not fight over this house!

It's a modest house, 700 sq. ft. and everyone owns their own home already, with their families, except our youngest... View More

Anthony M. Avery
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answered on Sep 5, 2023

Hire a TX attorney to force a Sale For Partition.

1 Answer | Asked in Estate Planning and Probate for Texas on
Q: Is it common for a creditor to repossess an item and then additionally withdraw all of the funds from the estate?

My grandpa from Texas passed a year ago. I am the sole beneficiary, but my great aunt was listed as the executor. I am in California and she is in Michigan. I wanted to put myself as executor. A friend of my grandpa’s in Texas misunderstood this and put herself as executor.

My grandpa had... View More

Nina Whitehurst
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answered on Aug 28, 2023

When an item of tangible personal property (such as an RV) that secures a loan is repossessed because the loan is in default, the lender typically auctions the repossessed item and applies the proceeds to the balance due on the loan. Typically the proceeds are not sufficient to pay the balance... View More

1 Answer | Asked in Estate Planning for Texas on
Q: When mom moved into assisted living her house was sold as it was considered her asset.

Is there a trust that would have avoided this?

T. Augustus Claus
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answered on Aug 25, 2023

In Texas, there are various types of trusts that could potentially help protect assets like a house from being counted as part of a person's assets when determining eligibility for government assistance programs like Medicaid. One commonly used trust for this purpose is an irrevocable Medicaid... View More

1 Answer | Asked in Civil Litigation and Estate Planning for Texas on
Q: I cant pay my civil judgment, can I get it reduced some how?

I have a civil Judgment that that wont go away with bankruptcy. I have no money, no income or assets. This person who sued me knows all of this but some how managed to get a large judgment of like $500,000 against me. I believe this person did this because they know I am set to get a large... View More

Anthony M. Avery
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answered on Aug 17, 2023

Hire a competent TX attorney to get advice on asset protection. There are numerous methods to protect most if not all that possible inheritance. A transfer to an off shore situs trust is the best method, but many simpler approaches may work for you. Texas has an excellent Homestead for... View More

1 Answer | Asked in Estate Planning and Probate for Texas on
Q: If my client, a US citizen, Wills property to his son, a PR citizen, will his son owe inheritance tax in PR?
T. Augustus Claus
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answered on Aug 15, 2023

Inheritance tax laws can vary depending on the jurisdiction and the specific circumstances of the inheritance.

1 Answer | Asked in Estate Planning and Probate for Texas on
Q: My sister is the executor of my parents Living Trust. Its been 5 months my mom passed. She will not share details.

How long does she have to distribute my part of the estate. It never had to go to probate.

John Michael Frick
John Michael Frick
answered on Aug 15, 2023

The trust itself dictates when the trustee is required to make any distributions to beneficiaries.

2 Answers | Asked in Estate Planning, Family Law and Probate for Texas on
Q: My sister is the executor/ primary beneficiary of my mother's will. So how can i insure she is true to the beneficiaries

My sister has made it a point to hire her family friend to probate the will and didn't include me for some reason. Is there something for her to gain by doing this? And I have yet to receive a copy of the will. I do know that she is entitled to half of everything and the other half is to be... View More

Isaac Shutt
Isaac Shutt
answered on Aug 3, 2023

This is why you should have an attorney help you. Your attorney could help get a copy of the will AND make sure that the executor follows the law.

Just to do the above, the cost is actually usually pretty low. So, I'd recommend reaching out to an attorney in the area where the...
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