eCourse
Things Every Texas Estate Planner Should Know About Advising Clients New to the State
Contains material from Sep 2023
Things Every Texas Estate Planner Should Know About Advising Clients New to the State
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An overview of common issues for Texas Estate Planners to address when working with clients who have moved to Texas from another state, such as identifying tax issues and updating estate planning documents. Also hear a discussion of the steps for transferring a guardianship case from another state, from closing the case in the sending state to acceptance in Texas.
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Things Every Texas Estate Planner Should Know About Advising New to Texas Clients, Including Transfer of Guardianship from Another State (Sep 2023)
Brian D. Cororve, M. Elizabeth Raxter
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Session 1 —47 mins
Things Every Texas Estate Planner Should Know About Advising New to Texas Clients, Including Transfer of Guardianship from Another State (Sep 2023)
An overview of common issues for Texas Estate Planners to address when working with clients who have moved to Texas from another state, such as identifying tax issues and updating estate planning documents. Also hear a discussion of the steps for transferring a guardianship case from another state, from closing the case in the sending state to acceptance in Texas.
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Brian D. Cororve,
Gray Reed - Houston, TX
M. Elizabeth Raxter,
Law Office of Elizabeth Raxter, PLLC - Lockhart, TX