In In re Est. of Ledbetter, Lonnie Ledbetter Jr., a wealthy individual with significant assets held in trusts originally structured to benefit his children, married Tawni Jones-Ledbetter at age 81 after his wife’s death. No. 02-25-00326-CV, 2026 Tex. App. LEXIS
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Court Affirmed Summary Judgment For Executors Due To The Statute Of Limitations
In Conover v. Conover, Van died in July 2001, leaving an estate valued at over $4 million, including $2.8 million in stocks and bonds. No. 01-24-00471-CV, 2026 Tex. App. LEXIS 1834 (Tex. App.—Houston [1st Dist.] February 26, 2026, no pet.).
Upcoming Webinar: Top Trust and Estate Issues the Texas Supreme Court Should Address
Trust and estate litigation is increasing due to the aging of our population and the great transfer of wealth over the next twenty years. David F. Johnson, lead writer for the Fiduciary Litigator blog, will address the top issues
Court Affirmed An Order Denying A Motion To Dissolve An Injunction In A Trust Dispute
In Marshall v. Marshall, there were multiple trusts created by J. Howard Marshall and E. Pierce Marshall involving Koch Industries shares. No. 14-25-00322-CV, 2026 Tex. App. LEXIS 1970 (Tex. App.—Houston [14th Dist.] March 3, 2026, pet. filed). Preston Marshall is
Court Of Appeals Affirmed The Denial Of An Objection To Personal Jurisdiction In A Contract Dispute Over Trustee Compensation
In Padilla-Madden v. Sandoval, Sandoval (Texas) and Madden (Alabama) made oral agreement for Madden to share trustee compensation. No. 04-25-00303-CV, 2026 Tex. App. LEXIS 2250 (Tex. App.—San Antonio March 11, 2026, pet. denied). Sandoval facilitated Madden’s appointment as trustee for
Court Reversed Summary Judgment Based A No-Contest Clause
In Estate of Wynn, William Reese Wynn, Sr. died in 2021, leaving a will from 2003 that primarily benefited his wife Susan. No. 10-23-00187-CV, 2025 Tex. App. LEXIS 9682 (Tex. App.—Waco December 18, 2025, no pet. history). The will included
Brief of Amicus Curiae Regarding Petition for Review in Allison v. Borunda, P.C.
The Texas Supreme Court has the opportunity to accept a petition for review in an important case dealing with a spendthrift trust, trustee capacity, and trustee due process rights. In Allison v. Borunda, P.C., siblings Caroline and Richard Allison (“Siblings”)
Court Affirmed The Granting Of A Plea To The Jurisdiction Where The Opponent To An Application To Appoint An Executor Had No Interest In The Estate
In In re Est. of McCulloch, David McCulloch died August 14, 2022, with a pour-over will leaving all property to the David and Vicki McCulloch Trust. No. 02-25-00036-CV, 2026 Tex. App. LEXIS 2094 (Tex. App.—Fort Worth March 5, 2026, no
Court Dismissed Appeal After No Person Accepted The Position Of Representative Of The Estate
In Criswell v. Polk, Catherine Polk sued Dolores Sharp over Houston real property ownership. No. 01-22-00428-CV, 2026 Tex. App. LEXIS 2290 (Tex. App.—Houston [1st Dist.] March 12, 2026, no pet.). The probate court granted partial summary judgment for Polk, vesting
From Concept to Contract: Effectively Handling Business Idea Submissions
New and innovative ideas keep businesses one step ahead of the competition. However, dealing with idea submissions from third parties, such as independent contractors, customers, or members of the general public, can present serious issues that have the potential to