Ask a Question

Get free answers to your Estate Planning legal questions from lawyers in your area.

Lawyers, increase your visibility by answering questions and getting points. Answer Questions
Texas Estate Planning Questions & Answers
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.

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...
View More

View More Answers

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...
View More

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 pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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....
View More

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
PREMIUM
Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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 pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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...
View More

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 pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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...
View More

View More Answers

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
PREMIUM
Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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
PREMIUM
T. Augustus Claus pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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
PREMIUM
Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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
PREMIUM
T. Augustus Claus pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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...
View More

View More Answers

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...
View More

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: 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 pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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 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

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.