Elder Law Digital Bundle

Summary of Contents

Texas Probate System

Introduction
How To Use This System
Worksheets
Master Information List
Checkplan
Special Instructions
Significant Date List
Furnished Forms
Forms
Letters

WILLS ROADMAP

Chapter 1 Fundamental Requirements of a Will
Chapter 2 Upholding Validity of a Will in a Will Contest
Chapter 3 Revocation of a Will
Chapter 4 Specific Will Provisions
Chapter 5 Substantive Law Affecting Disposition of Assets
Chapter 6 Disposition of Specific Bequests
Chapter 7 Disposition of Residuary Estate
Chapter 8 Trust Planning
Chapter 9 Debts, Expenses, and Apportionment of Taxes
Chapter 10 Fiduciary Powers and Trust Administration
Chapter 11 Miscellaneous Provisions
Chapter 12 Coordinating Nonprobate Assets

Appendix A Checklist for Will Review
Appendix B Client Information Questionnaires
Appendix C Simple “Sweetheart” Will
Appendix D Disclaimer Will
Appendix E Marital Deduction Will
Appendix F Attestation Clause and Self-Proving Affidavits
Appendix G Will Execution Ceremony

Additional Resources
Statutes & Rules Cited
Cases Cited
Subject Index

Texas Pattern Jury Charges: Family & Probate

Chapter 200 Admonitory Instructions
Chapter 201 Dissolution of Marriage
Chapter 202 Characterization of Property
Chapter 203 Valuation of Property
Chapter 204 Reimbursement
Chapter 205 Disregarding Corporate Form
Chapter 206 Fraud—Dissolution of Marriage
Chapter 207 Enforceability of Property Agreements
Chapter 215 Definitions and Instructions—Suits Affecting the Parent-Child Relationship
Chapter 216 Conservatorship and Support—Original Suits
Chapter 217 Modification of Conservatorship and Support
Chapter 218 Termination of Parent-Child Relationship
Chapter 230 Will Contests
Chapter 232 Breach of Duty by Personal Representative
Chapter 233 Removal of Personal Representative
Chapter 235 Express Trusts
Chapter 240 Guardianship of Adult.
Chapter 245 Involuntary Commitment
Chapter 250 Attorney’s Fees
Chapter 251 Preservation of Charge Error

Appendix
Statutes and Rules Cited
Cases Cited
Subject Index