Articles and Papers
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Texas Probate
What the Surviving Spouse Needs to Do
Glenn Karisch (2022)
Slides from Glenn Karisch's presentation about representing the surviving spouse when the first spouse dies.
The Broken Trust and Will Toolbox
Glenn Karisch (2022)
This paper addresses modifying, reforming or terminating irrevocable trusts and reforming wills. It discusses thorny issues such as the possible duty of a trustee to seek judicial modification and ways to draft documents to avoid the need for later court action.
Glenn Karisch (2021)
Glenn Karisch's update on 2021 legislation affecting probate, guardianship and trust law.
Glenn Karisch (2019)
Glenn Karisch's update on 2019 legislation affecting probate, guardianship and trust law.
Glenn Karisch (2017)
Glenn Karisch's update on 2017 legislation affecting probate, guardianship and trust law.
Fixing or Killing Off Broken Trusts (slides)
Glenn Karisch (2016)
Powerpoint slides from Glenn Karisch's presentation of Fixing or Killing Off Broken Trusts at the State Bar's Advanced Estate Planning and Probate Course June 23, 2016.
Multi-Party Accounts and Other Non-Probate Assets in Texas
Glenn Karisch (2016)
This paper covers the law governing multiple party bank accounts and other non-probate assets in Texas, from the enactment of Section 46 of the Probate Code in 1955 through the 2015 legislative changes.
Glenn Karisch (2015)
Glenn Karisch's update of 2015 Texas probate, guardianship and trust legislation.
Disclaimers Under the New Texas UDPIA -- Slides
Glenn Karisch (2015)
Slides accompanying Glenn Karisch's presentation on drafting opportunities under the new Texas disclaimer law presented at the State Bar's Estate Planning and Probate Drafting Course in October 2015.
Disclaimers Under the New Texas Uniform Disclaimer of Property Interests Act
Glenn Karisch, Thomas M. Featherston, Jr., Julia Jonas (2015)
Paper on the new Texas Uniform Disclaimer of Property Interests Act, which becomes effective September 1, 2015, including section-by-section commentary and forms. (Revised August 26, 2015 to include drafting suggestions.)
Problems with the Texas Disclaimer Statutes and What to Do About Them
Glenn Karisch and Julia Jonas (2014)
This paper reviews Texas disclaimer law and describes the proposed Texas Uniform Disclaimer of Property Interests Act.
Problems with the Texas Disclaimer Statutes and What to Do About Them (slides)
Glenn Karisch and Julia Jonas (2014)
Powerpoint slides reviewing Texas disclaimer law and describing the proposed Texas Uniform Disclaimer of Property Interests Act (updated August 19, 2014).
Glenn Karisch (2013)
Glenn Karisch's update of 2013 Texas probate, guardianship and trust legislation.
Glenn Karisch (2011)
Glenn Karisch's update of 2011 Texas probate, guardianship and trust legislation.
Glenn Karisch (2009)
Glenn Karisch's update of 2009 Texas probate, guardianship and trust legislation.
Glenn Karisch (2009)
Glenn Karisch's paper on the basics of bypass trust/credit shelter trust planning.
Protecting the Surviving Spouse and Protecting Yourself After Belt v Oppenheimer
Glenn Karisch (2006)
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.