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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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Howard Shapiro

Traffic, Wills, Wills & Probate, Family Law

Status: In Good Standing

FREE CONSULTATION

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701 East 15th Street, Plano, TX 75074

Susan Land Finnell

Estate Administration, Estate Planning, Directors & Officers, Bankruptcy

Status: In Good Standing

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One Bent Tree Tower, 16475 Dallas Parkway, Addison, TX 75001

Travis D. Shahan

Wills, Trusts, Corporate, Contract

Status: In Good Standing

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15303 Dallas Parkway, Addison, TX 75001

Todd Shapiro

Traffic, Wills, Wills & Probate, Family Law

Status: In Good Standing

FREE CONSULTATION

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701 East 15th Street, Plano, TX 75074

Robert B Crowder

Corporate, Contract, Estate Planning, Litigation

Status: In Good Standing

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5400 Lbj Freeway, Dallas, TX 75240

Anne Ashby

Arbitration, Employment, Estate Planning, Family Law

Status: In Good Standing

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5400 Lbj Freeway, Dallas, TX 75240

Joseph W. Geary

Corporate, Estate Planning, Trusts

Status: In Good Standing

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One Bent Tree Tower, 16475 Dallas Parkway, Addison, TX 75001

Peter D. King

Litigation, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

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One Bent Tree Tower, 16475 Dallas Parkway, Addison, TX 75001

James S. Patterson

Science, Technology & Internet, Wills & Probate, Corporate, Franchising

Status: In Good Standing

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15303 Dallas Parkway, Addison, TX 75001

John E Gay

Business Organization, Defamation & Slander, Estate Planning, Municipal

Status: In Good Standing

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777 E. 15th Street, Plano, TX 75075

800-923-0641

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LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

TRUSTEE POWERS

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

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SAMPLE LEGAL CASES

In re Estate of Tyner

Lacey Westbrook appeals from an adverse summary judgment rendered in the declaratory judgment action she initiated to have JW Tyner's will construed. Westbrook contends the trial court erroneously determined that she is not a beneficiary under the will, set the wrong postjudgment ...

In re Estate of Rhea

In October 2005, Charlotte and Trenton notified Charles of their intent to remove Wanda's personal property from the marital home. Charles labeled some of the possessions in the home to mark his own separate property, then left the house from November 11 through November 14. ...

In re Estate of Gaines

In eight issues, appellants argue (1) the trial court improperly disqualified Davis from serving as the independent executor because no motion to disqualify or opposition was filed, (2) the trial court erred in requiring Davis to turn over funds, (3) the trial court erred in denying ...

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Richardson Estate Lawyer, Texas, page 2

Sponsored Law Firm

Warren Legal Services, PLLC

SPONSORED LAWYERS

Howard Shapiro

Susan Land Finnell

Travis D. Shahan

Todd Shapiro

Robert B Crowder

Anne Ashby

Joseph W. Geary

Peter D. King

James S. Patterson

John E Gay

TIPS

LEGAL TERMS

INVESTOR

CERTIFIED COPY

INTESTATE SUCCESSION

SURVIVING SPOUSE'S TRUST

EXEMPTION TRUST

AUGMENTED ESTATE

SPENDTHRIFT TRUST

TRUSTEE POWERS

SECONDARY MEANING

SAMPLE LEGAL CASES

In re Estate of Tyner

In re Estate of Rhea

In re Estate of Gaines

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