What is Rule 144?
The Securities Act of 1933, as amended (the “Securities Act”) requires all offers and sales of securities to be registered unless there is an applicable exemption. One such exemption exists under Section 4(a)(1) of the Securities
In In re Est. of Davidson, Bryan Davidson died in 2021, leaving behind an ex-wife (Debbie Davidson), three adult sons, and Sherry Myers. NO. 01-24-00026-CV, 2025 Tex. App. LEXIS 9840 (Tex. App.—Houston December 23, 2025, no pet.). Sherry Myers claimed
In In re Est. of Wright, Teddy Jack Wright died in Throckmorton County, Texas, in July 2022. No. 11-24-00243-CV, 2026 Tex. App. LEXIS 2532 (Tex. App.—Eastland March 19, 2026, pet. filed). Andy Wright and Glynda Fincannon filed an application to
In In re Estate of Demel, John Mathias Demel died on January 17, 2024, in a fire at a bar property he rented. No. 14-25-00245-CV, 2026 Tex. App. LEXIS 1103 (Tex. App.—Houston [14th Dist.] February 5, 2026, no pet.). The
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
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.).
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
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
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
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
