“Estate planning is not just about taxes — it is also about family.”

Principal Office:

600 W. 6th Street

Suite 300

Fort Worth, TX 76102


Office: 817.877.2885

Fax: 817.333.2985



Resource Library


Additional Services

It is important to understand the difference between "Probate Assets" and "Nonprobate Assets." Examples of nonprobate assets include death benefits payable to someone other than a decedent's estate of life insurance proceeds, IRA or Retirement Plan death benefits, survivorship benefits property or under an account styled as "joint tenants with right of survivorship." Property placed in a trust during lifetime is likewise nonpropbate property. The important thing to remember is that nonprobate property does not pass under a Will. Don't forget to look at the Probate page.


2011 – Drafting Where the Only Thing Certain is Change and Litigation

Browse Article  |  View as PDF


This article was prepared for the 2011 State Bar of Texas Professional Development Program "Advanced Drafting for Estate Planning and Probate." It contains a number of specimen Will and Trust clauses, with comments to them, designed to minimized abusive litigation.

2008 - Nutshell Executor Fees Commissions

Browse Article  |  View as PDF


I note that the law has recently changed, which requires an update to this Memo, which update will be completed shortly. In the meantime, it should still be useful.

2007 - Guide to the Personal Representative (PR) (or executor) on Paying Debts, Expenses & Taxes Existing at Death and During the Period of Administration

Browse Article  |  View as PDF


2006 - Est Tax Apportion Prob. Code Sec. 322A

Browse Article  |  View as PDF


Your Will gives different property to A, B and C. D gets a $1 million pecuniary (cash) legacy, which can be satisfied in cash of in kind. The remainder of your estate goes to E. The estate tax is $2 million. Who pays it, A, B, C, D or E? Some of them? All of them? In what proportions?

Board Certified: Estate Planning & Probate Law by

the Texas Board of Legal Specialization since 1983

These materials are not meant to and may not be relied upon, but are published for discussion purposes only.  Rule 7.04(b) disclosures.

© 2015 TrustsandEstates.net All photos on this site by Noel C. Ice.