The following legal articles and papers currently are available on the Texas Probate Web Site in one or more of the following formats: (1) HTML files for viewing on the World Wide Web, (2) WordPerfect files; (3) Microsoft Word files; (4) zipped (compressed) WordPerfect files; (5) zipped Word files; and (6) PDF (Adobe Acrobat) format. No papers are available in all formats. For information on downloading and unzipping files, click here. Some of these materials are in pdf file format. To view these files, you need to have Adobe Acrobat Reader installed on your computer. To get a free copy of Adobe Acrobat Reader online, click here. |
| Article | Author | Description | Formats |
| Court-Created Trusts
in Texas
|
Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Court-created trusts in Texas, including Tex. Prop. Code Sec. 142.005 Trusts, Tex. Prob. Code Ann. Sec. 867 Trusts, and 42 U.S.C.A. Sec. 1396(d)(4)(a) Medicaid "Supplemental Needs" Trusts | |
 2007 Texas Legislative Update |
Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Summary of the 2007 Texas Legislative session | |
| UPIA and Diversification: Bringing Existing Trusts into Compliance with the New Law | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | An analysis of the problems that the duty to diversify investments in the new Uniform Prudent Investor Act presents to the trustees of existing trusts | |
| 2005 Texas Legislative Update | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Summary of the 2005 Texas Legislative session | |
| 2003 Legislative Update | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Summary of the 2003 Texas Legislative session |
HTML WordPerfect PDF (PDF includes extra materials -- sort of the DVD version, I guess) |
| The Two UPIAs -- How They Will Change the World | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Discussion of the versions of the Uniform Prudent Investor Act and the Uniform Principal and Income Act enacted in Texas, which become effective January 1, 2004. |
WordPerfect |
| The Role of the Ad Litem in Heirship Proceedings Under Sec. 53(c) of the Texas Probate Code | Judge Steve M. King, Tarrant County Probate Court No. 1 | Effective September 1, 2001, an attorney ad litem is mandatory in all heirship proceedings. Judge King offers this assistance to ad litems to adequately represent their clients. | HTML Word |
| How the 2001 Changes to Estate and Gift Taxation Affect You | Barnes & Karisch, P. C. | Overview of the R.E.L.I.E.F. Act of 2001 (as it relates to estate and gift taxation), from a layman's perspective |
HTML WordPerfect |
| Texas Legislative Update -- 2001 | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Summary of the 2001 Texas Legislative session |
WordPerfect |
| Multi-Party Accounts in Texas | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | An examination of the statutes and cases affecting
joint tenancy with right of survivorship and other multiple-party accounts in Texas.
(This is a very large WordPerfect file because it contains images of bank signature
cards.) Click here to get an updated version of the paper in pdf format (10/2/03). |
HTML WordPerfect Zipped WP |
| Texas Legislative Update -- 1999 | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Summary of the 1999 Texas Legislative session, including description of bills that passed, new forms, etc. | HTML WordPerfect Zipped WP |
| Disability Benefits in the Estate Plan: Passing the Means Test | H. Clyde Farrell, Austin, Texas | An overview of the most significant public benefits for persons with disabilities, intended to assist attorneys and other benefits counselors to identify the major benefits to which disabled clients may be entitled | WordPerfect MS Word Zipped |
| Protecting the Surviving Spouse | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Planning techniques to protect the surviving spouse from fiduciary claims and other claims | WordPerfect Zipped WP |
| Modifying and Terminating Irrevocable Trusts | Glenn M. Karisch and John R. Ott, Barnes & Karisch, P. C., Austin, Texas | Analysis of tax and nontax issues affecting terminating or modifying trusts. | WordPerfect Zipped WP |
| Legal Research on the Internet | Joseph G. Hodges, Jr., Denver, Colorado, and Glenn M. Karisch, Austin, Texas | Article with many internet links presented to 1999 ACTEC Annual Meeting | HTML WordPerfect Zipped WP |
| Roth IRAs, Including Technical Corrections in the IRS Restructuring and Reform Act of 1998 | Noel C. Ice, Cantey & Hanger, Fort Worth, Texas | An early version of Noel's Roth IRA analysis. For a more current version, go to Noel's web site. | HTML |
| Using the Internet in an Estate Planning Practice | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Lots of links. An earlier version of the Hodges/Karisch paper (see above) with Texas emphasis and with web marketing information. | HTML WordPerfect Zipped WP |
| Special Trusts: 867, 142, 1396 SupplementalNeeds Trusts, When and How to Use Them | Deborah A. Green, Green Benouis & McCullar, L. L. P., Austin, Texas | Using supplemental needs trusts to qualify the beneficiary to receive government benefits | WordPerfect Zipped WP |
Sleeping With The Enemy: How to Sleep at Night While Making a Living With an Estate Planning Practice |
Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | The ethical issues arising in representing both spouses in estate planning matters | HTML WordPerfect Zipped WP |
| Court Created Section 867 Trusts | Kathleen Ford Bay, Hilgers & Watkins, P. C., Austin, Texas | Analysis of trusts created pursuant to Section 867 of the Texas Probate Code | WordPerfect Zipped WP |
| Are the Winds of Change Blowing for Texas Probate Courts? Or . . . 5B, Or Not 5B, That is the Question | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | Analysis of pre-1999 caselaw and legislative developments affecting probate court jurisdiction and transfer power which led to 1999 legislative changes | HTML WordPerfect Zipped WP |
| 1997 Texas Legislative Update | Glenn M. Karisch, Barnes & Karisch, P. C., Austin, Texas | A summary of 1997 Texas legislative changes affecting probate, estate planning and trust law | HTML WordPerfect Zipped WP |
| Transfers of Community Property in Qualified Plans and IRAs | Noel C. Ice, Cantey & Hanger, Fort Worth, Texas | The effects of Boggs v. Boggs on community property interests in qualified plans and IRAs | HTML WordPerfect Zipped WP |
| A Preliminary Analysis of Boggs V. Boggs -- And The Problems it Does Not Answer | Alvin J. Golden, Ikard & Golden, P. C., Austin, Texas | Analysis of the U. S. Supreme Court's Boggs v. Boggs decision (federal preemption of community property laws for ERISA plans) | HTML WordPerfect Zipped WP |
| It's Deja Vu All over Again: Recent Developments in Marital Deduction Planning | Alvin J. Golden, Ikard & Golden, P. C., Austin, Texas | Discussion of the latest issues affecting QTIPs and other marital deduction issues | HTML |
| Planning for Distributions from Qualified Plans and IRAs | Alvin J. Golden, Ikard & Golden, P. C., Austin, Texas | Analysis of the complex issues involved in completing beneficiary designations and making elections regarding qualified plans and IRAs | HTML |
| Trust Litigation -- Suing and Defending a Trustee for Breach of Fiduciary Duty | Frank N. Ikard, Jr., Ikard & Golden, P. C., Austin, Texas | Fiduciary litigation from both the plaintiff's and defendant's perspective | HTML |
| Texas Probate Jurisdiction | Frank N. Ikard, Jr., Ikard & Golden, P. C., Austin, Texas | The jurisdiction of the various courts in Texas which hear probate matters | HTML |
| Top Ten Trust Tricks | Jerry Frank Jones, Of Counsel, Ikard & Golden, P. C., Austin, Texas | Common uses for trusts in estate planning | HTML |
| The Whole Story in 3 Deep Breaths, or Estate and Probate | Jerry Frank Jones, Of Counsel, Ikard & Golden, P. C., Austin, Texas | The basics of estate planning and probate | HTML |
| Wills, Probate and Trusts | Jerry Frank Jones, Of Counsel, Ikard & Golden, P. C., Austin, Texas | The basics of estate planning and probate | HTML |
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www.texasprobate.com |