WPC 2 ZB;_HP LaserJet IIIXN\  PXP#XxP7XP#Lrhd/G/D/ioI&G Letterhead/ GMK/Date/io0#XxP 7XP# XX  XX  X # *0 x 7#t Ikard & Golden, p.c.   #X*0 x 7X#!attorneys & counselors  L 8"X#f*0 x 7#4Frank N. Ikard, Jr. *l%823 Congress AvenueH $DCorrespondence: ʘAlvin J. Golden *(Suite 910& $DP. O. Box 684367 ZGlenn M. Karisch *z%Austin, Texas 78701$BAustin, Texas 787684367 Jerry Frank Jones (Of Counsel) *T'512/4726695 $DFax 512/4723669 #^T*0 x7^#* Board Certified ʨEstate Planning & Probate Law%email: karisch@io.com#f*0 x7#$DWriters Direct Line 8#^T P7^P#Texas Board of Legal Specialization http://www.io.com/user/karisch/ikard&golden.html#f P7P#ʠ $E512/4724542    XX ` hp x (#%#XxP7XP# ,$ 3 1, 4 SYS_HYPERTEXTSYS_HYPERTEXT  20 XN\  PXPx9 Z6Times New Roman RegularXXxP7XPH` AZ0Univers (WN) RegularXA\  PPx9 Z6Times New Roman Regular h\  P Px9 Z6Times New Roman Regular A\  PPx9 Z6Times New Roman RegularXxP7XPH` AZ0Univers (WN) RegularX`xP7PH` AZ0Univers (WN) Regular4\  PPx9 Z6Times New Roman Regular`xP7PH` AZ0Univers (WN) RegularXxP 7XPH` AZ0Univers (WN) RegularXXxP 7XPH` AZ0Univers (WN) RegularX *0 x 7* `(CG TimesScalableX*0 x 7X* `(CG TimesScalableXf*0 x 7* `(CG TimesScalable^T*0 x7^* `(CG TimesScalable^f*0 x7* `(CG TimesScalable^T P7^PG  Z 2CG Times (WN) Regular^f P7PG  Z 2CG Times (WN) RegularXxP7XPH` AZ0Univers (WN) RegularX23|x#A\  PP# *# h\  P P#The 42 Bills That Made It #A\  PP#  1997 Bills Affecting Probate And Trust Law That Were Enacted Into Law   ^TTT/) " TTT/) " ^  @ @ @ H @ @ @ HBill@Session LawsSubjectEffective DateP P HB 242Chapter 1218Permits notary public to sign documents for disabled personsSeptember 1, 1997P P HB 446Chapter 1226Attorneys can be paid to draft Miller (Medicaid) Trusts without disqualifying applicantSeptember 1, 1997P P HB 880Chapter 291Changes witness requirement on directives to physiciansJanuary 1, 1998P P HB 881Chapter 1361Increases the priority for claims for funeral expenses and expenses of last illness from $5,000 to $15,000September 1, 1997P P HB 1126Chapter 295Permits the sale and management of assets worth up to $50,000 with no guardianship (up from $25,000)September 1, 1997P P HB 1152Chapter 52Definition of a statutory probate court -- "probate" in court's name no longer qualifiesSeptember 1, 1997P P HB 1314Chapter 1375867 Trusts: permits supplemental needs (Medicaid) trusts; attorney ad litem may apply for trust; guardian of estate may be dischargedSeptember 1, 1997P P HB 1316Chapter 434Guardian may invest in Tomorrow Fund (state-run prepaid tuition plan) with court approvalSeptember 1, 1997P P HB 1317Chapter 1376Missing persons no longer eligible for guardianship; new receivership proceeding enacted for missing personsSeptember 1, 1997P P HB 1865Chapter 768Inter vivos payment of life insurance benefits to terminally ill patientsSeptember 1, 1997P P HB 1870Chapter 769Trust Company Act -- major recodification, plus changes to Nonprofit Corporation Act regarding charities acting as trusteesSeptember 1, 1997 (most sections)P P HB 2003Chapter 1199Recodification of procedure for emergency intervention orders (burial, etc.)September 1, 1997P P HB 2007Chapter 540Repeals informal probate, beefs up muniment of titleSeptember 1, 1997P P HB 2078Chapter 967Clarifies right to choose cremation as an option for disposition of remainsSeptember 1, 1997P P HB 2189Chapter 1403Reports by personal representatives must say that bond premiums have been paid; establishes a superpriority for administrative claims in insolvent guardianshipsSeptember 1, 1997P P HB 2702Chapter 584Extends the "free" filing period in probate matters to the earlier of the order approving the inventory or 120 days (up from 90 days)September 1, 1997P P HB 2776Chapter 793Limits a fiduciary's environmental liabilitySeptember 1, 1997P P HB 3086not availableProcedure for recusal of probate judges; 2-year extension of statutory probate court jurisdiction for certain non-statutory probate courts (contra to HB 1152); legislative committee to study probate court systemSeptember 1, 1997P P HB 3088Chapter 1130Service of citation on persons under 12 years old in heirship proceedingsSeptember 1, 1997P P HB 3100Chapter 475Rights of the elderlySeptember 1, 1997P P HB 3135Chapter 809Consent to voluntary services by guardian of the person of a mentally retarded ward; repeal of Section 691 (Agency as Last Resort)September 1, 1997P P HB 3306Chapter 906Collection of ad valorem taxes -- may impose penalty on fiduciary for nonpayment, and venue provision may affect probate proceedingsJanuary 1, 1998P P SB 85Chapter 450Changes in procedure for surrogate decision-making for persons in ICF-MR facilitiesSeptember 1, 1997P P SB 208not availableDisclosure of mental health informationSeptember 1, 1997P P SB 318Chapter 924Types of bonds permitted for guardians of the person; county guardianship programsguardian.htmSeptember 1, 1997P P SB 334Chapter 7Recodification of Title 1 of the Family CodeApril 17, 1997P P SB 497Chapter 1173Amends Family Code regarding suits for support of an adult disabled childSeptember 1, 1997P P SB 504Chapter 10Uniform Transfer on Death Securities Registration Act -- but see SB 506 (repealing the act before its effective date) September 1, 1997P P SB 506Chapter 1302State Bar Omnibus Probate BillSeptember 1, 1997P P SB 586Chapter 1033Guardianship Advisory BoardSeptember 1, 1997P P SB 620Chapter 455State Bar Power of Attorney BillSeptember 1, 1997P P SB 700Chapter 1037Unclaimed propertySeptember 1, 1997P P SB 887Chapter 221TUTMA (transfers to old TUGMA accounts)September 1, 1997P P SB 911Chapter 263Amends Trust Code to limit trustee's environmental liabilitySeptember 1, 1997P P SB 912Chapter 128Permits trusts created under Property Code Section 142.005 to be modified to be "supplemental needs (Medicaid) trusts"September 1, 1997P P SB 952Chapter 225Anatomical Gifts/Cards -- driver's license will no longer be used as organ donor cardsSeptember 1, 1997P P SB 972Chapter 1318Declarations for mental health treatmentSeptember 1, 1997P P SB 975Chapter 498Disclosures of health care informationSeptember 1, 1997P P SB 997Chapter 77State Bar Guardianship BillSeptember 1, 1997P P SB 998Chapter 109State Bar Trust Bill -- release or lapse of crummey power does not make holder a settlor for spendthrift purposesSeptember 1, 1997P P SB 1176Chapter 1054Voids bequests to attorney who prepared will unless the attorney is related to the testatorSeptember 1, 1997P    P    SB 1304Chapter 505Investment of funds held in the registry of the court (including funds held in lieu of guardianship)September 1, 1997#XxP7XP# #`xP7P##4\  PP# 1997 by Glenn M. Karisch.#`xP7P##XxP 7XP#