Royse City Estate Planning Lawyer, Texas, page 3

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Carol Warren
About | Practice Areas
Warren Legal Services, PLLC
103 N Houston St., Royse City, TX 75189» view map
Estate Law
Practical Legal Solutions

Our firm specializes in practical and economical solutions to your issues in Estate Law.

800-978-9571
1. Carol Warren Royse City, TX
  Attorney at Law - TX, 2007
  Texas Wesleyan University J.D. 2003
2. AboutWarren Legal Services, PLLC
  Over 10 years of experience.
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Paul A. Mohtares

Real Estate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

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1201 Elm Street, Dallas, TX 75270

D. G. Majors

Child Support, Contract, Divorce, Estate Planning

Status: In Good Standing

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901 Main Street, Dallas, TX 75202

Marissa Balius

Family Law, Collaborative Law, Estate Planning, Child Support

Status: In Good Standing

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Granite Park III, 5601 Granite Parkway, Plano, TX 75024

Michael E Hearn

Estate Planning, Family Law, Litigation, Personal Injury

Status: In Good Standing

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901 Main Street, Dallas, TX 75202

Jamie J. McKey

Litigation, Estate Planning, Family Law, Insurance

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Two Turtle Creek Village, 3838 Oak Lawn Avenue, Dallas, TX 75219

Jeffrey A. Yates

Estate Planning, Construction, Divorce, Dispute Resolution, Contract

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Granite Park III, 5601 Granite Parkway, Plano, TX 75024

Brett T. Barber

Estate Planning, Family Law, Insurance, Litigation

Status: In Good Standing

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2777 N Stemmons Freeway, Dallas, TX 75207

Jo Bess Jackson

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

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110 Manufacturing Street, Dallas, TX 75207

Leonard H. Plog

Estate Planning, Family Law, Insurance, Business Organization

Status: In Good Standing

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203 E. Colorado, Dallas, TX 75203

Whitt L. Wyatt

Employment, Estate Planning, Real Estate

Status: In Good Standing

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1800 Lincoln Plaza, 500 N Akard St, Dallas, TX 75201

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

FAMILY POT TRUST

See pot trust.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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Royse City Estate Planning Lawyer, Texas, page 3

Sponsored Law Firm

Warren Legal Services, PLLC

SPONSORED LAWYERS

Paul A. Mohtares

D. G. Majors

Marissa Balius

Michael E Hearn

Jamie J. McKey

Jeffrey A. Yates

Brett T. Barber

Jo Bess Jackson

Leonard H. Plog

Whitt L. Wyatt

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

RULE AGAINST PERPETUITIES

FAMILY POT TRUST

TRUSTEE POWERS

PROVING A WILL

SPENDTHRIFT TRUST

PRETERMITTED HEIR

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TRUSTEE

SAMPLE LEGAL CASES

Smith v. O'DONNELL

In re Townley Bypass Unified Credit Trust

In re Estate of Henry

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