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Heirship Determination; Plus The State of Texas Unclaimed Property Program

Contains material from Sep 2018

Heirship Determination; Plus The State of Texas Unclaimed Property Program
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Session 1: ​Heirship Determination - Listen to a discussion regarding issues involving heirship determination with or without an administration.

Session 2: The State of Texas Unclaimed Property Program: Come and Get It Highlight facts about the agency program and discuss best practices for probate attorneys to advise their clients about unclaimed property. Gain insights into the duty of executors/administrators to escheat unclaimed probated funds to the State, steps elderly clients should take to avoid property being deemed abandoned and reported to the Comptroller as unclaimed property, and the claims process for individuals both before and after death.

Includes: Video Audio Paper Slides


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1. Heirship Determination (Sep 2018)

Hon. Guy Herman

1.00 0.00 0.00
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(mp4)
64 mins
(mp3)
64 mins
(pdf)
65 pgs
(pdf)
45 pgs
Session 1 —64 mins
Heirship Determination (Sep 2018)

Discuss issues involving heirship determination with or without an administration.

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

Show session details

2. The State of Texas Unclaimed Property Program: Come and Get It. (Sep 2018)

Bryant Clayton, David L. Cruz

1.00 0.00 0.00
Preview Materials

Download session materials for offline use

(mp4)
62 mins
(mp3)
62 mins
(pdf)
16 pgs
Session 2 —62 mins
The State of Texas Unclaimed Property Program: Come and Get It. (Sep 2018)

Highlight facts about the agency program and discuss best practices for probate attorneys to advise their clients about unclaimed property. Gain insights into the duty of executors/administrators to escheat unclaimed probated funds to the State, steps elderly clients should take to avoid property being deemed abandoned and reported to the Comptroller as unclaimed property, and the claims process for individuals both before and after death.

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Bryant Clayton, Texas Comptroller of Public Accounts - Austin, TX
David L. Cruz, Texas Comptroller of Public Accounts - Austin, TX