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Advancing Asset Protection in Your List of Offers

By: Kevin Quinn, J.D.

As the estate tax exemptions have increase, with the possibility of new legislation liberalizing Medicaid benefits, and the unprecedented number of bankruptcy filings, asset protection should take a new and more important role in our consciousness as planners.

Estate Planning Considerations for the Divorcing Client

By: Alexandra S. Gadzo, J.D., LL.M.

We tell our clients during their initial estate planning consultation that incapacity, divorce and death will be discussed during our meeting. However, what happens when your prospective client is contemplating divorce, has filed for divorce or has just recently completed his/her divorce?

Planning Solutions for Families in Agriculture

By: Matthew A. Tavrides, J.D..

Estate, Business Succession and Wealth Preservation Planning are issues of immediate importance to farmers and ranchers. Not surprisingly, like most Americans the vast majority of the nation’s farmers and ranchers have no succession or estate plan in place. Although unlike other Americans, these families have much more at stake than a few mutual funds and a life insurance policy.

Farm Succession Planning: What We’ve Learned Since San Antonio

By: Ted Gudorf, J.D. and David Beckett, J.D.

At last year’s WealthCounsel symposium in San Antonio, special emphasis was placed on the succession crisis that is looming for farmers nationwide. At the conference, we learned that over one-fourth of all farmers and half of all agricultural landlords are age sixty-five or older. Because the data suggests that only a fraction of the nation’s farmers have a succession or estate plan in place, the time to address these issues is now. It is important for all advisors to sound the alarm regarding the need for farmers to work with an estate planning team to properly manage assets and the intergenerational transfer of those assets. In this article, we will address the counseling-oriented, client-centered team approach, which, in the days since San Antonio, we have found particularly appropriate for our farm clients.

Welcome to the recently updated version of The Codicil, an Online Companion to The Estate Planning & Community Property Law Journal at The Texas Tech University School of Law.

Here you will find articles, comments, book reviews, case-law updates, and other pertinent information related to the fields of Estate Planning & Community Property. The site will explore facets of the articles published in our print edition and highlight additional topics of interest to practitioners.

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Professor Beyer's Blog

Trustee removal and appointment of successor trustee
After the trial court removed Trustee from office, Trustee asserted that an earlier settlement agreement addressing Trustee’s use of over $500,000 of trust funds for...
Trust Decanting
William R. Culp, Jr. (attorney, Charlotte, NC) & Briani Bennett Mellen (attorney, Columbia, SC) recently published their article entitled Trust Decanting: An Overview and Introduction...
Texas court virtually abolishes revocation by physical act
In In re Estate of Catlin, 311 S.W.3d 697 (Tex. App.—Amarillo 2010, pet. denied), the trial court admitted a lost will to probate under Prob....

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Resources

Advancing Asset Protection in Your List of Offers

Estate Planning Considerations for the Divorcing Client

Planning Solutions for Families in Agriculture

Farm Succession Planning: What We’ve Learned Since San Antonio

Welcome to the recently updated version of The Codicil, an Online Companion to The Estate Planning & Community Property Law Journal at The Texas Tech University School of Law.

Professor Beyer's Blog

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