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Harvey L. Cox
About | Practice Areas
Law Office of Harvey L. Cox
1600 Lake Air Drive Suite 102 Waco, TX 76710» view map
Estate Law, Power of Attorney
A New Perspective On Estate Planning

Our Family Estate & Business Planning focuses on protecting your assets from creditors, predators, lawsuits, judgments, liens, and greedy relatives.

800-795-7741
1. Harvey L. Cox Waco, TX
  Attorney at Law - TX, 1990
  University of Houston Law Center J.D.
2. AboutLaw Office of Harvey L. Cox
  We Will Help You Build A Financial Fortress
3. Practice AreasExpertise
  Estate Law, Power of Attorney
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Kara Borchers Jones

Wills & Probate, Trusts, Estate Planning, Divorce, Divorce & Family Law

Status: In Good Standing

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13740 Research Blvd.,, Austin, TX 78750

Susan G. Taylor

Litigation, Trusts, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing

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1502 West Avenue, Austin, TX 78701

Mark A. Fankhauser

Wills, Trusts, Gift Taxation, Non-profit

Status: Deceased Licensed: 46 Years

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1530 Sun City Blvd, Georgetown, TX 78633

Phillip E. Romero

Power of Attorney, Mediation, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 47 Years

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109 Daisy Path, Georgetown, TX 78633

Richard J. Grodner

Real Estate, Trusts, Estate Planning, Estate

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3132 Bianco Cove, Round Rock, TX 78665

Elizabeth Audrey Mcfarland

International Tax, Trusts, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 13 Years

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1616 Williams Dr, Georgetown, TX 78628

James Donald Lynch

Commercial Real Estate, Trusts, Contract, Credit & Debt

Status: In Good Standing Licensed: 7 Years

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3000 Joe Dimaggio Blvd, Round Rock, TX 78665

Thomas C. Baird

Real Estate, Wills & Probate, Trusts, Estate Planning, Merger & Acquisition

Status: In Good Standing

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15 N Main St, Temple, TX 76501

Don Edward Bokovoy

Trusts, Bankruptcy & Debt

Status: In Good Standing Licensed: 46 Years

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912 Garden Green Dr, Temple, TX 76502

Meredith Semler

Litigation, Trusts, Family Law, Business

Status: In Good Standing

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603 South Mays Street, Round Rock, TX 78664

800-923-0641

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LEGAL TERMS

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.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

TRUSTEE POWERS

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

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

SAMPLE LEGAL CASES

In re Townley Bypass Unified Credit Trust

... Further, the Hawaii court quoted from a second edition of Scott's treatise on trusts. The same provision of that treatise is now found at IIA AUSTIN WAKEMAN SCOTT & WILLIAM FRANKLIN FRATCHER, THE LAW OF TRUSTS Â§ 158.1 (4th ed.1987): ...

Alpert v. Riley

... [1] Our disposition of the case remains unchanged. In this trust management dispute involving three separate trusts, Roman Alpert and Renee Picazo, Guardian of the Estate of Daniel Alpert, a minor (collectively, the beneficiaries), appeal the trial court's judgment. ...

Kennedy v. Hudnall

... This is an attempt to appeal from a post-judgment order. The plaintiffs below 522 were several trusts [1] (collectively, the Trusts) who, on February 14, 2007, had obtained a final judgment of just over $300,000.00 against Major Kennedy, Jr., for theft of timber. ...

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Schwertner Trusts Lawyer, Texas

Sponsored Law Firm

Law Office of Harvey L. Cox

SPONSORED LAWYERS

Kara Borchers Jones

Susan G. Taylor

Mark A. Fankhauser

Phillip E. Romero

Richard J. Grodner

Elizabeth Audrey Mcfarland

James Donald Lynch

Thomas C. Baird

Don Edward Bokovoy

Meredith Semler

TIPS

LEGAL TERMS

ADEMPTION

SPENDTHRIFT TRUST

PROBATE

POUR-OVER WILL

PROVING A WILL

RULE AGAINST PERPETUITIES

GRANTOR

TRUSTEE POWERS

TRUST CORPUS

SAMPLE LEGAL CASES

In re Townley Bypass Unified Credit Trust

Alpert v. Riley

Kennedy v. Hudnall

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