Post-Death Tax Planning and Compliance

In the post-death period of an estate, the executor and the successor trustee of a revocable living trust must fulfill significant fiduciary duties relating to legal and tax matters of the decedent’s estate, regardless of whether the decedent had a… Read More

Probate

The Texas Estates Code establishes legal requirements that apply to probate and estate administration for settlement and distribution of a Texas resident’s estate after his or her death. Other detailed state and federal laws and regulations apply a… Read More

Trust Administration

When a trustee or successor trustee assumes responsibility for management of a living trust or another type of trust, Texas law imposes substantial fiduciary duties on the trustee in administering, managing, and distributing the trust property and as… Read More