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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Appraisal request reinforces need for proper estate planning

This column first appeared in the San Antonio Express-News and its MySA.com site on March 17, 2015. Dear Mr. Premack: My husband passed away in mid-2014, leaving me as his sole heir. I sold a farm that was partly his inheritance and partly acreage we bought together. The sale closed six months and five days […]

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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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