San Antonio Estate Planning Lawyer, Texas, page 3

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Bryan Fagan
About | Why Choose Us?
Law Office of Bryan Fagan
3707 Cypress Creek Pkwy Suite 400 Houston, TX 77068Â» view map
Divorce, Family Law, Child Custody
AGGRESSIVE & COMPASSIONATE

99% of Bryan's focus is on family law cases, so he can give the attention that others can't. He knows this is a tough time for your family and is committed to protecting your interests.

800-686-9720
1. Bryan Fagan Houston, TX
  Attorney at Law - TX, 2012
  South Texas College of Law, J.D. - 2011
2. AboutMeet Attorney Fagan
  About the Law Office of Bryan Fagan
3. Why Choose Us?Free Consultation
  You will receive individualized attention from a professional attorney.
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Includes: Gift Taxation

George William Scofield

Health Care Other, Health Care, Gift Taxation, Business & Trade

Status: Licensed: 45 Years

CONTACT

111 W Houston St, San Antonio, TX 78205

William Richard Davis

Landlord-Tenant, International, Gift Taxation, Bankruptcy

Status: Licensed: 67 Years

CONTACT

745 E Mulberry Ave, San Antonio, TX 78212

Bob Ramirez

Education, Estate Planning, Family Law, Real Estate

Status: Licensed: 32 Years

CONTACT

700 N Saint Marys St, San Antonio, TX 78205

R. Bradley Oxford

International Tax, Wills, Gift Taxation, Employee Rights

Status: Licensed: 41 Years

CONTACT

2301 Broadway St, San Antonio, TX 78215

Rachael Elisa Rubenstein

International, Wills, Gift Taxation, Criminal, Criminal

Status:

CONTACT

2301 Broadway St, San Antonio, TX 78215

Farley P. Katz

International, State Appellate Practice, Gift Taxation, Civil & Human Rights

Status: Licensed: 48 Years

CONTACT

2301 Broadway St, San Antonio, TX 78215

Matthew David Lovell

Tax, Wills, Gift Taxation, Business & Trade

Status: Licensed: 20 Years

CONTACT

2301 Broadway St, San Antonio, TX 78215

Katherine Evelyn David

Tax, International, Gift Taxation, Non-profit

Status: Licensed: 22 Years

CONTACT

711 Broadway St, San Antonio, TX 78215

Thomas Drought

Civil Rights, Natural Resources, Oil & Gas, Estate Planning

Status:

CONTACT

112 East Pecan Street, San Antonio, TX 78205

Darin Norris Digby

Wills, Gift Taxation, Business & Trade, Business

Status: Licensed: 38 Years

CONTACT

112 E Pecan St, San Antonio, TX 78205

800-814-6700

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LEGAL TERMS

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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San Antonio Estate Planning Lawyer, Texas, page 3

Sponsored Law Firm

Law Office of Bryan Fagan

SPONSORED LAWYERS

George William Scofield

William Richard Davis

Bob Ramirez

R. Bradley Oxford

Rachael Elisa Rubenstein

Farley P. Katz

Matthew David Lovell

Katherine Evelyn David

Thomas Drought

Darin Norris Digby

TIPS

LEGAL TERMS

INVENTORY

ADEMPTION

LAPSE

TRUSTEE

ESTATE PLANNING

SURVIVING SPOUSE'S TRUST

PROBATE

FINAL BENEFICIARY

TRUST MERGER

SAMPLE LEGAL CASES

Smith v. O'DONNELL

In re Townley Bypass Unified Credit Trust

In re Estate of Henry

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PRACTICE AREAS 30

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