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Live-In Mom Killed Daughter’s Father: Her Rights to the Child’s Inheritance?

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

“Hi, I Think Your Dad is Also My Dad”: Illegitimate Heirs – Fiduciaries

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

“Hi, I Think Your Dad is Also My Dad” – Inheritance Without a Will

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

Illegitimate Heirs – Trust Language: “Hi, I Think Your Dad is also My Dad” – Part 2

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

Illegitimate Heirs – Paternity: “Hi, I Think Your Dad is Also My Dad”

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

Trust Protector or Trust Defector? Five Hazards to Avoid in Appointing a Trust Protector

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

Can Executors Keep Secrets From Beneficiaries?

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

Grandma Left the Money to Whom? Legal Options for Undue Influence and Changing of Wills

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

Family Matters: Does Everyone Really Need a Will?

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

The Coming Silver Tsunami: Families May Lose 70% in Wealth Transfer

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

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