San Antonio Estate Planning Lawyer, Texas

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Includes: Gift Taxation

Jon  Disrud Lawyer

Jon Disrud

VERIFIED
Estate Planning, Bankruptcy, Family Law, Criminal, Commercial Real Estate
Board Certified in Family Law, Texas Board of Legal Specialization.

I am a Board Certified Family attorney who practices in the San Antonio, Texas and surrounding counties. I have a great deal of experience regarding ... (more)

FREE CONSULTATION 

CONTACT

800-671-7990

James M. Bell Lawyer

James M. Bell

VERIFIED
Estate, Estate Planning, Trusts, Wills & Probate, Oil & Gas
Experienced Estate Planning, Wills & Trusts, Probate - Real Estate - Oil & Gas

James Michael Bell, Sr. was born, a long time ago, far out on the windy, hot, dusty, sometimes cold (but always windy), flat, sun-blasted plains of We... (more)

FREE CONSULTATION 

CONTACT

210-260-1636

Geoffery Ray Mayfield Lawyer

Geoffery Ray Mayfield

Estate, Estate Planning, Wills & Probate, Real Estate, Business
Bexar County Estate Planning Lawyer and Probate Litigation Attorney

Attorney Geoffery Mayfield founded Geoff Mayfield, Attorney at Law in 2005. He practices in the areas of Estate Planning, Wills & Probate, Real Estate... (more)

FREE CONSULTATION 

CONTACT

210-535-0870

Ryan C. Moe Lawyer

Ryan C. Moe

Estate, Elder Law, Estate Planning, Wills & Probate, Trusts
San Antonio Guardianship Lawyer.

The Law Office of Ryan C. Moe PLLC is a skilled and knowledgeable San Antonio firm, providing guidance and direction you need. Attorney Ryan C. Moe fo... (more)

Van G Hilley

Family Law, Wills & Probate, Estate Planning, Real Estate
Status:  In Good Standing           

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Amber M. Liddell Alwais

Estate Planning, Family Law, Personal Injury, Wills & Probate
Status:  In Good Standing           

Laura R. Pazin-Porter

Family Law, Estate Planning, Real Estate, Litigation
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Patrick C. Bernal

Estate Planning, Family Law, Constitutional Law, Civil Rights
Status:  In Good Standing           

Aaron Hendley

Corporate, Contract, Estate Planning, Wills & Probate
Status:  In Good Standing           

Brian S. Bellamy

Estate Planning, Corporate, Banking & Finance, Antitrust
Status:  In Good Standing           

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Free Help: Use This Form or Call 800-943-8690

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800-943-8690

Free Help: Use This Form or Call 800-943-8690

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Easily find San Antonio Estate Planning Lawyers and San Antonio Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)
(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)
The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

SURROGATE COURT

See probate court.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

FAMILY POT TRUST

See pot trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)
Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

SAMPLE LEGAL CASES

Smith v. O'DONNELL

... 192 SW3d 780 (Tex.2006). 234 SW3d 135, 138. In Belt, we held that an executor was in privity with the decedent's attorneys and could sue them for estate-planning malpractice. 192 SW3d at 787. A prior case, Barcelo v. Elliott ...

In re Townley Bypass Unified Credit Trust

252 SW3d 715 (2008). In re TOWNLEY BYPASS UNIFIED CREDIT TRUST. No. 06-07-00025-CV. Court of Appeals of Texas, Texarkana. Submitted February 13, 2008. Decided April 9, 2008. 717 William E. Wylie, William E. Wylie ...

In re Estate of Henry

... in the 1996 revocable living trust agreement. In 2004, Thomas Henry and Ms. Henry met with Warren Nystrom, an attorney whose practice included estate planning and preparation of wills. On October 19, 2004, at the office ...