Papers and Articles

2011 Legislative Update
(65K)
Glenn Karisch's update of 2011 Texas probate, guardianship and trust legislation
2009 Legislative Update
(59K)
Glenn Karisch's update of 2009 Texas probate, guardianship and trust legislation
Bypass Trust Basics
(302K)
Glenn Karisch's paper on the basics of bypass trust/credit shelter trust planning.
Multi-party Accounts in Texas
(639K)
Glenn Karisch's paper on multi-party accounts in Texas, including a discussion of right of survivorship issues from Stauffer v. Henderson to Holmes v. Beatty
Protecting the Surviving Spouse and Protecting Yourself After Belt v Oppenheimer
(141K)
Glenn Karisch's paper about planning and administration strategies to protect the surviving spouse and a discussion of the ethical and legal considerations raised in the Belt v. Oppenheimer case.
Steve Akers' Heckerling Musings (2011)
(387K)
Steve Akers' summary of the presentations at the 45th Annual Philip E. Heckerling Institute on Estate Planning held in Orlando, Florida in January 2011.
Top Ten Things to Do Now
(31K)
Ten things that estate planning and probate attorneys should do to address legislative changes taking effect September 1, 2011.