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Texas Estate Planning Questions & Answers
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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1 Answer | Asked in Estate Planning for Texas on
Q: My mother passed away in the state of Texas, she signed medical POA for my sister and I as second.

My mother did not trust my sister for full POA, before she passed she wanted me to cover the estate, the problem is I do not live in Texas so I couldn't according to Texas law. Now that she has passed the sister is trying to get me to sign a waiver and appoint her administrator, she has been... View More

John Michael Frick
John Michael Frick
answered on Jul 21, 2023

You have two separate issues.

Regarding the probate issue, as an heir at law, you can object to your sister's appointment as the administrator of your mother's estate. If you don't sign the waiver, they'll just serve you. If you don't respond, your sister will be...
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1 Answer | Asked in Estate Planning and Elder Law for Texas on
Q: Can someone other than the durable power of attorney be on a bank account for a person with dementia?

My brother is the durable power of attorney for my mother with dementia but has my sisters name on all of her bank accounts and not his. Everything I have read said that he should be the only one on the account, is that true?

John Michael Frick
John Michael Frick
answered on Jul 21, 2023

No. Ask yourself this question: Before your mother had dementia, would it have been alright for her to include your sister's name on all of her bank accounts? A durable power of attorney gives the attorney-in-fact (your brother) the same rights as the person who signed it (your mother).

1 Answer | Asked in Estate Planning for Texas on
Q: What is a reasonable contingency fee for counsel to file against trustee for breach of fiduciary duties/dissolve trust?

Estate REALLY should be over $1.8 million. Trustee has refused formal accounting for 12 years. Tricked me into signing over POD accounts and life insurance disbursements owed directly to me. And NUMEROUS other documented breaches.

John Michael Frick
John Michael Frick
answered on Jul 17, 2023

While it would be rare for an attorney to accept such a case on a contingency fee, attorneys who do accept such cases are likely to require a 40% or 33-1/3% contingency fee. This fee would usually be calculated after the attorney is reimbursed for any case expenses incurred in the litigation... View More

1 Answer | Asked in Estate Planning for Texas on
Q: What's the easiest way to get probate situations done?
John Michael Frick
John Michael Frick
answered on Jul 17, 2023

Hire an attorney who practices probate law in or near the county where the decedent lived at the time of his/her death. It will be much easier if the decedent signed a properly prepared Last Will and Testament.

1 Answer | Asked in Estate Planning for Texas on
Q: My mother has Alzheimer's, but she understands the need to transfer her house deed to me. What do I need to do?

Would a Quitclaim deed be acceptable? Will there be problems with Medicare trying to confiscate the house from me later?

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr
answered on Jul 20, 2023

I'm sorry you find yourself in this situation. Unless your mother named you on a durable power of attorney as her agent I don't think any conveyance of real property would be proper. If you are her named agent on a durable power of attorney then confirm the right to convey property is a... View More

1 Answer | Asked in Estate Planning and Probate for Texas on
Q: hello. what are the steps i need to take to get a property deed in my name?
Ryan Zapalac
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Ryan Zapalac
answered on Jun 7, 2023

Generally, the owner of the property must sign a deed that would transfer all or a portion of the property to you. If the owner is deceased, this could be done through a regular probate proceeding, where a personal representative of the estate would be authorized to distribute the home from the... View More

1 Answer | Asked in Family Law, Estate Planning and Probate for Texas on
Q: If someone died suddenly with no will how does the heir find out who was Trustee or where can it be found

Can a company legally keep all important information about Benefits, deferred compensation retirement agreement from the widow he had been married to and still together when he was suddenly killed in an accident. Is it legal for the Company to hide investment accounts, employment agreement... View More

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

Depending on the facts and circumstances, it is probably not legal for a company to hide the deceased employee’s private documents concerning such matters from his widow. It is more typical for an employer to release the employee’s personal effects and documents which the employee may have... View More

1 Answer | Asked in Estate Planning, Foreclosure and Probate for Texas on
Q: Possible homestead claim void to dishonest actions of estate administrator and conflict of interest

Father in law was named dependent administrator of my late wife's estate and is also named on deed as tenant in common along with his wife and my late wife also. My name not on deed. Bank would not accept my money for mortgage payment since I was not on deed. Requested father in law to take... View More

John Cucci Jr.
John Cucci Jr. pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Jun 6, 2023

Your best move was to sue him on your homestead claim or intervene in the Estate proceedings.

You still have some legal options, including a lawsuit against your father in law for his malfeasance and failure to manage the estate assets and save the property from fc or waste.

You...
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1 Answer | Asked in Contracts, Employment Law, Estate Planning and Products Liability for Texas on
Q: Is MTV Networks now officially headquartered on Broadway street?

Why was it moved from Avenue of the Americas?

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

MTV moved in 2009. According to news reports in 2009:

Landlord SL Green has put the space on the market, saying it could go retail or to another broadcast, but Viacom didn't renew the studio's lease. He told the paper, "We're taking it back from MTV at end of year....
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1 Answer | Asked in Estate Planning and Probate for Texas on
Q: Who is the legal owner of my dads house and land now that he is dead? He left no will. He had a live in girlfriend.

At the time of his death, he had actually not been living at home, he had a small apartment. She stayed in his house. Nobody was ever told anything about him transferring the house and land to her but apparently he did using a Quit Claim Deed. He died in October but the deed was filed the following... View More

John Michael Frick
John Michael Frick
answered on May 8, 2023

It depends on facts not within your question.

If your father executed the deed and delivered it to his girlfriend with the intent to convey ownership to her prior to his death, but it simply wasn’t recorded until after his death, then it is most likely the girlfriend owns the property....
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1 Answer | Asked in Estate Planning for Texas on
Q: Do lawyer sell templates?

I’m an investor and every seller has to do an Affidavit of Heirship. I’m wanting to know do lawyers sell AOH and Deed templates? If you are one can you tell me the price estimate it will be?

Hunter Reed Sargent
Hunter Reed Sargent
answered on May 3, 2023

The Affidavit of Heirship form is promulgated by the Texas legislature, and it is important to use the correct form for your jurisdiction. Providing legal advice or helping someone complete an Affidavit of Heirship without a license to practice law in the relevant jurisdiction would be considered... View More

2 Answers | Asked in Estate Planning for Texas on
Q: I’m wanting to know how is a trustee appointed.

I’m wanting to know is a trustee appointed by a judge or does the members just appoint the trustee by typing up a document saying they pick this person as trustee?

Hunter Reed Sargent
Hunter Reed Sargent
answered on May 3, 2023

Generally speaking, there are a few common ways a trustee can be appointed:

Creation of a trust: When a trust is created, the person establishing the trust (the "settlor" or "grantor") will appoint a trustee by naming them in the trust document. This is the most common...
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1 Answer | Asked in Estate Planning for Texas on
Q: How long does it take to form a new trust and appoint a trustee?

I’m in the middle of buying a house. The seller was told she had to turn in an Affidavit of Heirship it has already been sent out to sign and to appoint someone as the trustee. I’m trying to see is this something that takes month, couple weeks, or something that can be done in a few days?

Hunter Reed Sargent
Hunter Reed Sargent
answered on May 3, 2023

The time it takes to form a new trust and appoint a trustee can vary depending on the specific circumstances and complexity of the trust. The process could take anywhere from a few days to several weeks, depending on the complexity of the trust and the availability of the parties involved.... View More

2 Answers | Asked in Estate Planning and Probate for Texas on
Q: property transfer without will next step

hello i need to know what my next move needs to be my mother passed 4 years ago and the property is in the estate of kathy but in c/o michael denson (myself) and my wife that i have been seperated with for 10 years is thretning to take my property my mother left a written will that is no where to... View More

Isaac Shutt
Isaac Shutt
answered on Apr 30, 2023

It sounds like the Central Appraisal District ("CAD") lists the Estate as the owner. If your mother's will wasn't probated, schedule a meeting with a probate attorney. Even if you can't find the original of your mom's will, you still need to meet with a probate... View More

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1 Answer | Asked in Estate Planning, Family Law, Elder Law and Health Care Law for Texas on
Q: Texas - Medical Power Attorney The standard form has main agent and 2 more agents. Is OK and Legal to add 3rd agent?
Hunter Reed Sargent
Hunter Reed Sargent
answered on May 3, 2023

enerally acceptable to modify the form to include an additional agent, as long as the modifications are clear and consistent with the rest of the document. Keep in mind that it's essential to ensure that the additional agent is added in a manner that clearly outlines their role and authority,... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Texas on
Q: How much would it cost for a lawyer to draw up a AOH template in Texas?
John Michael Frick
John Michael Frick
answered on Apr 23, 2023

Why not just use an existing template like this one https://affidavitforms.org/tx/texas-affidavit-of-heirship-form-53-111-a/ that is available free online?

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