Estate Planning – Probate Law


If you need an Estate Planning – Probate Law law firm or Estate Planning – Probate Law attorney in Waco, Texas, or Central Texas, Dunnam and Dunnam and its attorneys are here to help you. Please call one of our estate planning attorneys at 254-753-6437.

Estate Planning – Probate Law can be sub-categorized as “Basic Estate Planning”, “Advanced Estate Planning”, “Probate and Administration”, and “Estate and Trust Litigation”.

“Basic Estate Planning” involves the preparation and review of legal documents and the furnishing of other legal advice and services, all concerning matters such as those involving:

  • Simple wills
  • Simple trusts
  • Non-testamentary transfers involving:
    • Living trusts
    • Qualified retirement plans
    • Life insurance beneficiary designations
    • Right of survivorship agreements
    • Pay-on-death agreements
    • Trust account agreements
  • Durable general powers of attorney
  • Medical powers of attorneys
  • HIPPA authorizations for the release of confidential medical information
  • Directives to physicians, commonly known as living wills
  • Directives for disposition of bodily remains

“Advanced Estate Planning” involves the preparation and review of legal documents and the furnishing of other legal advice and services, all concerning matters such as those involving:

  • Complex wills
  • Complex trusts including
    • Marital deduction trusts
    • Q-Tip trusts
    • Generation skipping trusts
    • “Crummey” trusts
    • Life insurance trusts
    • Special needs trusts
    • Miller trusts
  • Pre-marital property agreements
  • Post-marital property agreements
  • Agreements converting property from separate to community
  • Family limited partnerships
  • Family limited liability companies
  • Estate taxation issues
  • Medicare issues
  • Medicaid issues
  • Creditor protection issues
  • Retirement issues
  • Estate taxation issues

“Probate and Administration” and “Estate and Trust Litigation” involves the preparation and review of legal documents, the resolution of disputes by negotiation, mediation, arbitration, or litigation, and the furnishing of other legal advice and services, all concerning matters such as those involving:

  • Probate of wills
  • Affidavits of heirship
  • Declaration of heirship proceedings
  • Administration, partition, and settlement of estates
  • Preparation of estate and inheritance tax returns
  • Will contests
  • Removal of estate representatives
  • Modification of trusts
  • Termination of trusts
  • Removal of trustees
  • Other estate litigation
  • Other trust litigation

The following attorney at Dunnam and Dunnam engages and is certified as a specialist by the Texas Board of Legal Specialization in the practice of Estate Planning – Probate Law:

The following attorneys at Dunnam and Dunnam, also, engage in the practice of Estate Planning – Probate Law:

Call one of our Waco Estate Planning and Probate attorneys today at 254-753-6437.