Why is the bank telling me to get Letters Testamentary?
Dear Mr. Premack: My sister and I have a question about a bank account that belonged to our father, who died about two months ago. All of...
top of page
Survivorship Rights Q&A
from Paul Premack, Probate and Estate Planning
Q & A on Community Property Survivorship Agreements
Does having a Community Property Survivorship Agreement (CPSA) really avoid probate? Does it have to go before a Judge when one of us dies?
Will POD account be upheld against challenge?
Will POD account be upheld against challenge?
Survivorship & Lady Bird Deed must be Coordinated
Survivorship & Lady Bird Deed must be Coordinated
How to pass title to new house without probate
How to pass title to new house without probate
Surprise Survivorship Right can be trouble
This column first appeared in the San Antonio Express News and other Texas Hearst Newspapers on September 7, 2018. When a person dies,...
Issues from ineffective or contradictory estate plan
This column first appeared in the San Antonio Express News and other Texas Hearst Newspapers on August 24, 2018. You have already hired...
Tax account record is not official ownership record
This column first appeared in the San Antonio Express News on March 23, 2018. Your mother fell victim to incomplete knowledge of the law...
New laws: Automobile Transfer on Death
This column first appeared in the San Antonio Express News on August 28, 2017. Last week I wrote about new laws that are coming into...
Take care so bank/broker don’t interfere with your Will
This column first appeared in the San Antonio Express-News on June 23, 2017. In fact, your parents wanted exactly what the lawyer wrote:...
Survivorship can be made thorny by Gift Tax
This column first appeared in the San Antonio Express News on August 15, 2016. There are a number of items that must be defined before...
Can an Heir delegate inheritance rights?
This column first appeared in the Express-News on March 3, 2016. The best way to control the disposition of your assets is to declare...
Does a joint account grant legal rights to the money?
This column first appeared in the San Antonio Express News on February 10, 2016. Dear Mr. Premack: A couple of years ago my friend put me...
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....
The Danger of Non-Testamentary Designations
This column first appeared in the San Antonio Express-News on November 1, 2014 Dear Mr. Premack: I have been living with my significant...
Why Should Even Young People Just Launching Have Estate Plans?
Dear Mr. Premack: I am young and am just starting. But I have a good job. I got married last year. We are buying a new car, are...
When to Avoid using Community Property Survivorship
Original Publication: San Antonio Express-News, June 3, 2014 Dear Mr. Premack: I have read your past columns about Community Property...
Does Survivorship Right or Will take Priority?
Dear Mr. Premack: My brother has just inherited a variety of investments (all in a brokerage account) from our uncle. The brokerage...
How can non-traditional couples use legal powers spouses have?
Dear Mr. Premack: My partner and I moved to Texas a few years ago. Unlike some other states, we know that we cannot be legally married...
How do I set up bank accounts in a safe fashion?
Dear Mr. Premack: I am recently widowed and have just finished probating my husband’s Will. I understand that I am the owner of all our...
In a clash between your Will and your Bank, who is going to win?
Dear Mr. Premack: I am thinking about making my Will. I know that when I die, I want some of my money to go to my two daughters, and some...
Can an insolvent estate reclaim a POD account?
Dear Mr. Premack: All of the funds in my mother’s estate passed as non-testamentary POD bank accounts and IRA accounts to named...
Using a Community Property Survivorship Agreement
Dear Mr. Premack: My husband and I own our home, have some savings and a few investments. We were told by an insurance man that probate...
Community Property Rights of Survivorship
When a spouse dies, “probate” of a community survivorship agreement is not necessary.
bottom of page