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This article discusses judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters during the Survey period of December 1, 2015 through November 30, 2016. The reader is warned that not all newly decided cases during the Survey period are presented, and not all aspects of each case are analyzed. You must read and study the full text of each case before relying on it or using it as precedent. The discussion of most cases includes a moral, that is, the important lesson to be learned from the case. By recognizing situations that resulted in time-consuming and costly litigation in the past, the reader may be able to reduce the likelihood of the same situations arising with his or her clients.

A look at selected recent cases, rulings and regulations, literature, and legislation.

This article discusses legislative and judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters during the Survey period of November 1, 2014 through October 31, 2015. The reader is warned that not all newly enacted statutes and decided cases during the Survey period are presented, and not all aspects of each cited statute and case are analyzed. You must read and study the full text of each statute and case before relying on it or using it as precedent. The discussion of most cases includes a moral, that is, the important lesson to be learned from the case. By recognizing situations that have resulted in time consuming and costly litigation in the past, the reader may be able to reduce the likelihood of the same situations arising with his or her clients.

Using an effective "learn by doing" approach, Wills, Trusts, and Estates for Legal Assistants emphasizes examples and applications, and includes hundreds of real life situations with detailed explanations. Students understand what the rules of law mean and how they apply in a real world context. The complete topic coverage introduces wills and trusts, intestate succession, estate administration, nonprobate transfers, and other estate planning issues such as taxes and malpractice. A balanced, experienced author team skillfully blends theory with practice. Extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms. The instructor's manual provides a summary of chapters, a model course outline, exam questions, assignment ideas, exercises, and a research guide for wills, trusts, and estates.

This article reviews the highlights of the legislation enacted by the 2015 Texas Legislature relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters. Some of the key topics include judicial modification and reformation of unambiguous wills, trust protectors, and the Texas versions of the Uniform Real Property Transfer on Death Act and the Uniform Disclaimer of Property Interests Act.

Short summaries of interesting happenings in the world of estate planning.

This article discusses judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters. The discussion of each case concludes with a moral, i.e., the important lesson to be learned from the case. By recognizing situations that have led to time consuming and costly litigation in the past, estate planners can reduce the likelihood of the same situations arising with their clients.

This article provides a discussion of Texas judicial developments relating to intestacy, wills, estate administration, trusts, and other estate planning matters.

In Western Francia, the proliferation of cartularies, collections of copies of original charters, began in the eleventh century. Cartulary practice became common in monasteries who received many donations then. Generally, pragmatic control and protection of their rights and properties are main concerns which led monasteries to compose cartularies. On the one hand, monastic cartularies appeared in the eleventh and twelfth centuries are characterized by the reconstruction biased of past or the projection of image of that these monasteries desired to be. In order to illuminate the making process and utility of cartularies which meet various concerns of monasteries, our study focused mainly on the original cartulary of the abbey of Saint-Cyprien of Poitiers.Through codicological, paleographical and morphological analyzes of the cartulary of Saint-Cyprien, we detailed its making process and dated its compilation in twice; the first one carried into effect right after 1100 and second one pursued in the 1110s. Furthermore, we examined the text of charters copied in this cartulary and indicated the features of its inner structure which adopted a geographic classification. The organization, layout, choice and description of charters all showed clearly that Saint-Cyprien had a principle of cartulary production to create a perfect reference recording the existing condition of its properties, which had been kept after the social change at the end of eleventh century. But the organization of Charters is influenced also by some elements of collective memory. Our investigation undertaken on the papal and episcopal privileges and the count’s charters copied at the head of this cartulary indicates that the reconstruction of the past throws into relief the prestige as an “episcopal abbey”. Legendary foundation, monastic liberty, institutionalization of dependent churches, reform campaign, these elements of collective memory were established progressively by each compilation. Finally, our study addressed the charter no. 43, only charter in narrative style and referring the abbey of Cluny, demonstrated a conscious cancellation of past in this cartulary, with disclosing the conflict between Saint-Cyprien and Cluny at the turn of the eleventh and the twelfth centuries. These analyzes suggest that the cartulary of Saint-Cyprien is composed as a codex which represent precisely a phase of material and cultural heritage at the beginning of the twelfth century. Its principal utility should be utilitarian purpose as a reference for the administration of properties, while it would serve as an emblem for monastic community of Saint-Cyprien.; En Francie occidentale, le nombre de cartulaires, recueils de copies d’actes originaux, augmente à compter du milieu du XIe siècle. Les protagonistes du grand essor de leur production sont les monastères vers lesquels les donations ont alors afflué. Il est admis qu’aider à la gestion et à la protection de propriétés sont les préoccupations principales qui les ont conduits à la compilation des cartulaires. En même temps, les cartulaires monastiques apparus aux XIe et XIIe siècles sont caractérisés par la reconstruction orientée du passé ou la projection de l’image de ce que les monastères entendaient être. A fin de mettre en évidence la production élaborée et l’utilité des cartulaires qui répondent aux préoccupations diverses, nous avons examiné un cartulaire original, celui de l’abbaye de Saint-Cyprien de Poitiers. Au cours de ce travail, nous avons déterminé, au travers des critiques codicologique, paléographique et morphologique du cartulaire de Saint-Cyprien, la datation et les processus des deux séries de sa compilation; la première entreprise postérieurement à 1100 et la seconde avancée pendant dans les années 1110. Ensuite, nous avons examiné le texte des actes de ce cartulaire et caractérisé sa structure interne qui a adopté un classement géographique. L’élaboration minutieuse dans la disposition, la sélection et la description des actes prouve l’orientation de ce cartulaire pour créer une référence exacte du patrimoine à un moment précis au début du XIIe siècle, après la recomposition sociale, tandis que les éléments de mémoire collective sont latents dans le classement des actes. L’étude des actes d’autorité regroupés en tête du cartulaire a suggéré la reconstruction de l’histoire solennelle qui met en relief le prestige en tant qu’ « abbaye épiscopale ». La fondation légendaire, l’octroi de la liberté monastique, l’institutionnalisation des églises dépendantes, la campagne réformatrice, les éléments de mémoire collective ont progressivement mûri par compilation. L’étude focalisée sur l’acte no 43, seul acte narratif et mentionnant l’abbaye de Cluny, a élucidé l’effacement élaboré d’un passé dans ce cartulaire, en examinant l’opposition entre Saint-Cyprien et Cluny au tournant des XIe et XIIe siècles. Ces analyses suggèrent que le cartulaire de Saint-Cyprien est confectionné comme codex qui représente précisément une image de ses patrimoines matériel et culturel au début du XIIe siècle. Son utilité principale serait l’utilisation pratique en tant que référence à la gestion domaniale mais, il pourrait servir comme emblème de la communauté monastique de Saint-Cyprien.

This article discusses thirty cases relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters.

This book contains an estate planning overview for legal assistants including the topics of intestate succession, wills, estate administration, nonprobate transfers, trusts, and other estate planning concerns.

Uses the story of the estate of musician Bob Marley to illuminate the problem of family feuds, lack of estate planning, and the ethical misconduct of lawyers involved in estate planning. Specifically, it discusses Marley’s family structure, the misappropriation of funds from the estate by Marley’s wife, and the criminal conduct of Marley’s attorney. Carrington and Ogolla call for standards of professional responsibility among estate planning lawyers that are specific enough to allow them to assist clients with transferring property without potential ethical violations. This paper concludes by noting that Marley’s legacy endures because his message was equal parts cultural, spiritual, commercial, and political.

A discussion of seven Texas Supreme Court cases and several other non-Texas Supreme Court cases that will have an effect on Texas estate planning.

This article discusses judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters. The article covers approximately twenty-five cases that were reported from mid-2009 to mid-2010. The discussion of each case concludes with a moral, i.e., the important lesson to be learned from the case. By recognizing situations that have led to time consuming and costly litigation in the past, estate planners can reduce the likelihood of the same situations arising with their clients.

In this book, the authors cover a range of options to provide for our pets' future under such circumstances when we are no longer mentally or physically able to take care of them. The authors also discuss a number of related topics, such as pet retirement homes, pre-planning after-death arrangements for pets, and working around special problems associated with exotic pets.

This article discusses legislative and judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters during the Survey period of November 1, 2008, through October 31, 2009. Not all newly enacted statutes and decided cases during the Survey period are presented, and not all aspects of each cited statute and case are analyzed. You must read and study the full text of each statute and case before relying on it or using it as precedent. The discussion of most cases includes a moral that is the important lesson to be learned by the case. By recognizing situations that may have resulted in time consuming and costly litigation in the past, the reader may be able to reduce the likelihood of the same situations arising with his or her clients.

A review of laws enacted during the 2009 Texas legislative session. Topics addressed include wills, trusts, estate administration, intestacy, the estates code, and other estate planning matters.

This article discusses legislative and judicial developments relating to Texas law on intestacy, wills, estate administration, trusts, and other estate planning matters during the Survey period of October 1, 2006, through September 30, 2007. Not all newly enacted statutes and decided cases during the Survey period are presented, and not all aspects of each cited statute and case are analyzed. You must read and study the full text of each statute and case before relying on it or using it as precedent. The discussion of most cases includes a moral that is the important lesson to be learned by the case. By recognizing situations that may have resulted in time consuming and costly litigation in the past, the reader may be able to reduce the likelihood of the same situations arising with his or her clients (taken from introduction to article).

This book is designed for law school courses which cover the administration of decedents' estates under Texas law such as Texas Estate Administration, Wills & Estates, and Wills & Trusts. The cases, problems, and questions are drawn extensively from Texas materials and attempt to provide the student with a comprehensive understanding of how estate administration is handled in Texas.

This article discusses legislative and judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate-planning matters during the Survey period from November 2, 2005 through November 1, 2006. The discussion of most cases includes a moral that is the important lesson to be learned from the case. By recognizing situations that have resulted in time-consuming and costly litigation in the past, the reader may be able to reduce the likelihood of the same situations arising with his or her clients.

Co-authored with Aloysius A. Leopold, Professor Beyer, with Aloysius A. Leopold, drafted Texas-specific forms to aid the practitioner in Estate Planning—specifically, the administration of decedent’s estates and guardianships.

This article discusses judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters. The article covers approximately twenty cases that were reported after the cut-off date for Case Law Update, in South Texas College of Law, Wills & Probate Institute ch. P (2010). The discussion of each case concludes with a moral, i.e., the important lesson to be learned from the case. By recognizing situations that have led to time consuming and costly litigation in the past, estate planners can reduce the likelihood of the same situations arising with their clients.

A look at selected recent cases, rulings and regulations, literature, and legislation.

A casebook comprehensively reviewing the estate planning process.

The first part of the article is a case law update which discusses judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters during the survey period of October 1, 1998 through September 30, 1999. The second part of the article is a statutory update discussing changes made by the 1999 Texas legislature to the statutes governing probate, wills, guardianship , and trusts.

A look at selected recent cases, rulings and regulations, literature, and legislation.

The guide is intended to assist Texas attorneys in their practice of law. Volume 1 addresses seven common legal practice areas. Part A discusses various business transactions including contracts, patents, limited liability companies, and the Texas Uniform Commercial Code. Part B addresses real estate transactions involving, among other things, deeds, titles, leases, and building construction. Part C discusses the tax implications on business and real estate transactions. Part D addresses organizing and dissolving corporations in Texas. Part E discusses estate planning such as wills, trusts, and gifts. Part F addresses the administration of estates. Part G discusses attachment, garnishment, rent, and numerous other issues related to creditors’ rights and actions.