Karen S. Gerstner & Associates, P.C.

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Newsletters

Speeches and Outlines

The following documents are provided in PDF format and require the Adobe Acrobat Reader, a widely used and simple software, to read.
If you do not have a copy of this free software, you can download a copy by clicking here or on the image to the right.

Firm Newsletters: Estate Planning Insights

4/30/2008: A "Structural Error" That Can Cause An Estate Plan To Collapse

1/31/2008: What's in a Name?

10/31/2007: Problem Solving: A Second Marriage Situation

7/31/2007: Avoiding Probate Court Litigation

4/30/2007: A Trustee's Duties-Part Two

1/31/2007: Client letter only (not on website)

10/31/2006: A Trustee's Duties-Part One

7/31/2006: My Comments on "It's the Law"

4/30/2006: Beneficiary Designation Issues

1/31/2006: Tax Number Updates

10/31/2005: A Reminder Why Estate Planning Is Important

7/31/2005: Multi-Party Accounts: Truth and Consequences

4/30/2005: Revisiting Living Trusts

1/31/2005: Handling An Estate: The Final Phase

10/31/2004: Middle Matters: It's Not Probate (And It's Not Fun)

7/31/2004: The Who, What, When, Where and WHY of Probate

5/1/2004: An Estate Planning Toolbox (Updated)

Newsletters: Estate Planning Today
(From prior law firm - Davis, Ridout, Jones & Gerstner, L.L.P.)

10/31/2003: Harder Than Tax Planning - Estate Planning for Blended Families

6/30/2003: Private Annuities

1/31/2003: Frequently Confused Matters

11/30/2001: What Every Executor Needs to Know

8/15/2001: Leaving a Legacy Beyond Wealth

6/7/2001: The Estate Tax "Repeal" Illusion

5/31/2001: Multi-Generational Estate Planning

1/31/2001: New Distribution Rules for Retirement Plans and IRAs

12/29/2000: IRAs, Retirement Plans and Life Insurance

11/30/2000: Year-End Gift and Estate Planning

7/31/2000: Estate Planning for Retirement Plans

4/30/2000: An Estate Planning Toolbox

1/31/2000: Estate Planning in the New Millennium

Speeches and Outlines

Representing Lottery (And Other) Winners (June 9-11, 2004)

Estate Planning with Respect to Qualified Retirement Plans and IRAs, Including Naming Trusts as Beneficiaries of Qualified Retirement Plans and IRAs (October 20, 2004)

The Basics of Planned Giving (February 12, 2008)

5615 Kirby Drive, Suite 306, Houston, Texas 77005-2448 Tel: (713) 520-5205 Fax: (713) 520-5235

Information on this website is being provided, at no charge, as a courtesy. No one should rely on any information found on this website. You should hire an attorney of your own choosing to advise you in regard to your own personal situation.