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  • Narvaez v. Powell

    Publication Date: 2018-07-23
    Practice Area: Civil Appeals | Legal Malpractice | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Rodriguez
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 08-17-00157-CV

    In 2003, 2008, and 2009, Maria Sienkiewicz executed three different wills, naming different executors in each and different beneficiaries.

  • Archer v. Anderson

    Publication Date: 2018-07-02
    Practice Area: Trusts and Estates
    Industry:
    Court: Supreme Court
    Judge: Justice Hecht
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 16-0256

    Plaintiffs, beneficiaries of a will signed by Jack Archer, sued Anderson, Archer's attorney and longtime friend, for intentional interference with their inheritance, alleging that Anderson influenced Archer to disinherit them (a decision that was ultimately challenged and reversed).

  • In Re Lynn D Cousins Jr

    Publication Date: 2018-06-11
    Practice Area: Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Hoyle
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 12-18-00104-CV

    Cousins, acting individually as a residual beneficiary and as co-trustee of four trusts, sued James Turn, both individually and as co-trustee of the four trusts, for breach of fiduciary duties.

  • In the Estate Of Danford

    Publication Date: 2018-05-14
    Practice Area: Civil Appeals | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Jewell
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 14-16-00972-CV

    In 2010, Annie Ruth Danford signed a purported will and self-proving affidavit naming Robert Stawarczik executor and sole beneficiary of her estate and, on the same day, she also executed a general power of attorney in favor of Stawarczik.

  • Gutierrez v. Stewart Title

    Publication Date: 2018-05-14
    Practice Area: Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Jewell
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 14-17-00244-CV

    Edna Gutierrez left two parcels of real property to two (out of her five) children, with an instruction that the property was not to be sold and should, instead, be divided among the siblings upon a persons death (the no-sale clause).

  • Law Journal Press | Digital Book

    Texas Legal Malpractice & Lawyer Discipline 2024

    Authors: Charles F. Herring, JR, Jason M. Panzer, Leah Turner

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  • In the Matter of the Estate of Moore

    Publication Date: 2018-03-26
    Practice Area: Civil Appeals | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Rodriguez
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 08-14-00298-CV

    Appellant's aunt died leaving a will naming her the independent executrix of the estate and transferring ownership of a trust to a trustee for the benefit of appellee.

  • In the Estate of Mathis

    Publication Date: 2018-03-26
    Practice Area: Damages | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Bailey
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 11-16-00115-CV

    Appellees filed an application to probate a will executed by decedent and another heir filed an opposition to the application.

  • SCI Texas v. Nelson

    Publication Date: 2018-03-05
    Practice Area: Damages | Trusts and Estates
    Industry:
    Court: Supreme Court
    Judge: Justice Hecht
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 16-0297

    Following her death, decedents sisters met with a funeral home owned by petitioner; the sisters told the funeral home that decedent also had an adult son, respondent, whom no one had current contact information to provide.

  • Estate of Francisco Rodriguez

    Publication Date: 2018-01-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Alvarez
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 04-17-00005-CV

    This appeal stemmed from a lawsuit against non-party in his capacity as independent executor and trustee of a testamentary trust created by decedent.

  • Archer v. Moody

    Publication Date: 2017-12-25
    Practice Area: Contracts | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Boyce
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 14-15-00945-CV

    A probate court determined that the Moody family estate would be evenly distributed among the three surviving children of Bill Moody. This decision was appealed by three Moody family descendants who were the children of Bill's siblings and who each sought a bigger share of the estate