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March 29, 2022
Son Justin Hall wanted the late trucking magnate’s share of a community estate to pass...
March 28, 2022
Texas Janine v. McAfee case over who should be administrator of an estate Texas court of appeals held Probate proceedings, are an exception to the one final judgment rule, Probate has necessity of reviewing controlling, intermediate decisions before an error can harm later phases
March 3, 2022
The Texas Estates Code requires an out-of-state fiduciary to appoint the Secretary of State as the fiduciary's agent for service of process.
March 2, 2022
The Texas Estates Code requires an out-of-state fiduciary to appoint the Secretary of State as the fiduciary’s agent for service of process. The Texas Civil Practice and Remedies Code,...
January 29, 2022
Tracy is named independent executor in his father’s will.
January 3, 2022
In Goepp v. Comerica Bank & Trust, N.A., the settlors created inter vivos trusts and their three children were the remainder beneficiaries. No. 03-19-00485-CV, 2021 Tex. App. LEXIS 5461...
January 2, 2022
In Goepp v. Comerica Bank & Trust, N.A., the settlors created inter vivos trusts and their three children were the remainder beneficiaries. No. 03-19-00485-CV, 2021 Tex. App. LEXIS 5461 Tex. App.—Austin July 9, 2021. The three children became co-trustees and then had disputes.
December 10, 2021
A fiduciary’s failure to disclose material facts to beneficiaries may violate their fiduciary duties.  A recent Texas court’s decision outlines the fiduciary’s risks that come with the...
December 7, 2021
Annie’s widower father, Thomas, died on March 29, 2020.
June 30, 2021
Tuesday, June 29, 2021 In In re Estate of Stewart, siblings filed claims regarding the administration of their father’s estate. No. 04-20-00103-CV, 2021 Tex. App. LEXIS 3897 (Tex. App.—San Antonio May 19, 2021, no pet. history). Among other claims, a sister claimed that her brother breached fiduciary duties as executor by distributing real property to three of the siblings, but not to her. The brother claimed that he had the right to do so under the Estates Code. The jury found ...