How does paternity affect inheritance?

This column first appeared in the SA Express-News and its MySA.com website on March 12, 2015. Dear Mr. Premack: I recently found out that my natural, biological father was “an old family friend” whom I had not seen in 30 years. He is 86 years old has one living son, a deceased son (both have […]

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Control over digital assets is slowly improving

This column first appeared in the SA Express-News and its MySA.com website on March 3, 2015. Dear Mr. Premack: A few years ago you wrote about legal control of digital assets, like emails and online stored photos when a person dies. I didn’t think too much about it until I started to use my phone […]

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New IRA Roll Over Rule Explained

This column first appeared in the SA Express-News and online at MySA.com on February 18, 2015. Dear Mr. Premack: I just received a notice from the bank where my traditional IRA is invested. The notice says that “on or after January 1, 2015, you are permitted to roll over only one distribution from an IRA […]

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Living Trust management can change on disability

This column first appeared in the SA Express-News and on MySA.com on February 12, 2015. Dear Mr. Premack: My father set up a Living Trust years ago with his attorney and financial planner. It says that he will be the Trustee until he dies or becomes disabled, and then I should be Trustee. He is […]

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Is Granddaughter entitled to Inheritance?

This column first appeared in the San Antonio Express News and its MySA website on January 28, 2015. Dear Mr. Premack: My granddaughter’s grandfather (on the other side of the family) died six years ago. I know he had a Will and I think he left some money in his Will for my granddaughter. However, […]

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LegalZoom Power of Attorney is Legally Inadequate

This column first appeared in the SA Express-News and it MySA website on January 20, 2015. Dear Mr. Premack: I am considering taking a home equity loan for extra cash. My wife had a stroke and can no longer understand or participate in our financial issues. I had the foresight to acquire a LegalZoom Durable […]

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2015 Estate Tax & Gift Tax Exemptions

This column first appeared in the San Antonio Express-News and the MySA website on January 14, 2015. Dear Mr. Premack: It is a new year. What has the IRS done with the federal estate tax for 2015, and what about the gift tax? – I.R. The federal estate tax is imposed upon an individual’s death […]

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Naive short-cut increased conflict and expense of settling estate

This column first appeared on the Express-News MySA site on December 29, 2014. Dear Mr. Premack: My mother transferred her money into an account owned by Roger, the person named as Executor in her Will. She gave him verbal instructions to distribute the funds according to her Will. She died, her Will was probated, and […]

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Bank account rights have big impact

This column first appeared on the MySA Express-News website on December 24, 2014. View this column as a “Sway” presentation Dear Mr. Premack: If I and a friend had a joint bank account here in San Antonio at a regular bank, could one person close out or do other things to the whole account? – […]

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Capacity to make legal plans after Alzheimer’s diagnosis

This column first appeared on the Express-News MySA website on December 15, 2014. Dear Mr. Premack: My wife has early stage Alzheimer’s. She is wearing a patch so is still functional. We have rent houses and oil interests. Although we made Wills years ago when our children were young, because we have been busy with […]

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