This paper by Glenn Karisch addresses modifying or terminating irrevocable trusts judicially or nonjudicially. It discusses thorny issues such as the possible duty of a trustee to seek court modification and ways to draft documents to avoid the need for later court action. Modified to address 2017 legislative changes.

Glenn Karisch's update of 2015 Texas probate, guardianship and trust legislation.

Slides accompanying Glenn Karisch's presentation on drafting opportunities under the new Texas disclaimer law presented at the State Bar's Estate Planning and Probate Drafting Course in October 2015. (pdf)

Paper on the new Texas Uniform Disclaimer of Property Interests Act, which becomes effective September 1, 2015, including section-by-section commentary and forms. (Revised August 26, 2015 to include drafting suggestions.)

Glenn Karisch's update of 2013 Texas probate, guardianship and trust legislation

Glenn Karisch's update of 2009 Texas probate, guardianship and trust legislation

Glenn Karisch's update of 2011 Texas probate, guardianship and trust legislation

Glenn Karisch's paper on the basics of bypass trust/credit shelter trust planning.

This paper by Glenn Karisch addresses modifying or terminating irrevocable trusts judicially or nonjudicially. It discusses thorny issues such as the possible duty of a trustee to seek court modification and ways to draft documents to avoid the need for later court action. Modified in June 2017 to address 2017 legislative changes.

Powerpoint slides from Glenn Karisch's presentation of Fixing or Killing Off Broken Trusts at the State Bar's Advanced Estate Planning and Probate Course June 23, 2016.

This paper covers the law governing multiple party bank accounts and other non-probate assets in Texas, from the enactment of Section 46 of the Probate Code in 1955 through the 2015 legislative changes.

Glenn Karisch's and Julia Jonas's paper on Texas disclaimer law and describing the proposed Texas Uniform Disclaimer of Property Interests Act (updated August 19, 2014).

Glenn Karisch's and Julia Jonas's Powerpoint slides on Texas disclaimer law and describing the proposed Texas Uniform Disclaimer of Property Interests Act (updated August 19, 2014).

Glenn Karisch's paper about planning and administration strategies to protect the surviving spouse and a discussion of the ethical and legal considerations raised in the Belt v. Oppenheimer case.

Steve Akers' summary of the presentations at the 45th Annual Philip E. Heckerling Institute on Estate Planning held in Orlando, Florida in January 2011.

Ten things that estate planning and probate attorneys should do to address legislative changes taking effect September 1, 2011.