Kittie started dating her daughter’s boyfriend Butch when he was 17 years old. They apparently dated for over twenty years, during which time Kittie purchased him a house to “use.” Butch later moved into the house with his...more
11/27/2023
/ Asset Management ,
Beneficiaries ,
Common Law Marriage ,
Constructive Trusts ,
Estate Claims ,
Family Members ,
Fiduciary ,
Inheritance ,
Murder ,
Property Owners ,
Slayer Statutes ,
Texas
Mary Goodblood grew up believing that she was Cash Goodblood’s only daughter. Twenty-five years after he died, her dad’s brother Uncle Trusty sold the Goodblood family business for a tidy sum. After report of the lucrative...more
Mary Goodblood grew up believing that she was the only daughter of Cash Goodblood. One day, 25 years after Cash died, and to no one’s surprise after the lucrative sale of the Goodblood family business was plastered on the...more
Mary Goodblood grew up believing that she was the only daughter of Cash Goodblood. One day, 25 years after Cash died, and to no one’s surprise after the lucrative sale of the Goodblood family business was plastered on the...more
Mary Goodblood grew up believing that she was the only daughter of Jillion Goodblood. One day, 25 years after Jillion died and ironically after the lucrative sale of the Goodblood family business was plastered on the front...more
Unanticipated changes in the law or circumstances may derail a careful plan to preserve a client’s intent to transfer wealth through trusts.
A “trust protector” originated from a need to protect offshore trusts from...more
Following the untimely death last year of his father Big Daddy Bux due to COVID-19, brother Hustler Bux was appointed independent executor of Big Daddy’s Will. When Hustler asked for a judicial discharge, sister Kathy...more
In Texas, undue influence is generally described as such influence or dominion as to destroy the free agency of the testator, and substitute the Will of another in its place – compelling the maker of the Will to do that which...more
Just before her 80th birthday, Ernest (“Big Daddy”) Bux’s octogenarian Auntie Delusional (Auntie Del) died without a will or any other estate plan in place to give guidance to her husband (Uncle Tom) and their two adult...more
10/31/2018
/ Asset Protection ,
Beneficiaries ,
Beneficiary Designations ,
Estate Claims ,
Estate Planning ,
Special Needs Adults ,
Special Needs Children ,
Special Needs Trust ,
Tax Exemptions ,
Tax Liability ,
Tax Planning
Record Wealth Transfer. Over the next 30-40 years about $12 trillion from those born in 1920s and 30s will be transferred to the baby boomers, and the boomers are expected to transfer some $30 trillion to their heirs, with...more