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Employee Benefits Probate

BCLP

If Only the Agreement Adequately Addressed the Tax Issue

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Ozimkoski v. Commissioner, T.C. Memo. 2016-228 (December 19, 2016) - Mrs. Ozimkoski (Suzanne) represented herself in this Tax Court case. She may also have represented herself in the final days of settling the...more

Winstead PC

Courts Hold That Multiple Probate Court Orders Were Not Appealable

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In The Management Trust of Norsworthy, the court reviewed a trustee’s accountings and petition for approval to enter into an agreement with the beneficiary’s wife to make regular distributions to her for certain recurring...more

Winstead PC

Court Holds That A One-Line Will Should Have Been Admitted To Probate

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In In the Estate of Setser, the decedent signed a 1993 will naming his daughter as the sole beneficiary. No. 01-15-00855-CV, 2017 Tex. App. LEXIS 937 (Tex. App.—Houston [1st Dist.] February 2, 2017, no pet. history). Later,...more

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