How to Handle Durable POA Refused by Credit Union

This column first appeared in the San Antonio Express-News and its MySA.com website on July 7, 2015. Dear Mr. Premack: My mother recently named me as Agent in a perfectly valid, attorney prepared Durable Power of Attorney. Mother is of sound mind but is physically frail, and she asked me to go to her Credit […]

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Marriage Rights impact Estate Planning Issues

This column first appeared in the San Antonio Express-News and its MySA.com website on July 26, 2015. The US Supreme Court, in Obergefell v. Hodges, has ruled that marriage between two people is protected by the Constitution’s guarantee of due process and equal protection. Marriage is a liberty that has been protected by the Constitution […]

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How to Refuse an Inheritance

This column first appeared in the SA Express-News and its MySA website on June 23, 2015. Dear Mr. Premack: I was recently informed that my aunt died and left a respectable inheritance for me. This may sound odd, but I am doing well and do not need this money from her. I would very much […]

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Gifting a Timeshare Interest

This column first appeared in the San Antonio Express-News and its MySA.com site on June 9, 2015. Dear Mr. Premack: About ten years ago, my husband and I purchased a timeshare vacation property in San Antonio. We can use it for a few weeks at a time yearly, or use one of the sister properties. […]

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How to Remove your Executor and Agent

This column first appeared in the San Antonio Express-News and its MySA.com website on May 29, 2015. Dear Mr. Premack: A few years ago I named a trusted cousin as my Executor and as Agent under my Durable Power of Attorney. He and I recently had a disagreement, and although we are not angry with […]

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Attorney-Prepared Trust may fix LegalZoom failings

This column first appeared in the San Antonio Express-News and its MySA.com website on May 12, 2015. Dear Mr. Premack: My father is doing fairly well, but my mother is slipping more deeply into memory loss and dementia. They do not have a huge estate but are financially stable. A few years ago my brother […]

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Does Son Pay Inheritance Tax when Elderly Mother Dies?

This column first appeared in the San Antonio Express-News and its MySA.com website on May 5, 2015. Dear Mr. Premack: I am in Liberty Hill, Texas. I have taken care of my mother due to Parkinson’s and Lewie Bodie dementia for two years. I can only work a few hours due to her dementia. I […]

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Estate/Inheritance Taxes in Texas vs California

This column first appeared in the San Antonio Express-News and its MySA.com website on April 20, 2015.  Dear Mr. Premack: My parents live in Texas, while I live in California. If I am anticipating inheriting just over $5 million, how does living in California affect the taxes? Do I have to move back to Texas […]

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What are Executor’s main duties?

This column first appeared in the SA Express-News and its MySA.com website on April 17, 2015. Dear Mr. Premack: Many years ago I agreed to act as Executor for the estate of a close relative. Now, she is very ill and may be near death. I find myself having second thoughts about being Executor. Is […]

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Can One Sibling Block House Sale after Dad’s Death?

This column first appeared in the San Antonio Express News and its MySA.com website on April 7, 2015.  Dear Mr. Premack: My mother died July 1989 without a Will. My father died January 2015 with a Will leaving his assets to his children. We are trying to sell his house, but have been told, because […]

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