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
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Court Held That The Transfer Of A Case From County Court To District Court Was Proper And That There Was Sufficient Evidence That A Will Was Not Revoked In Order To Admit It To Probate
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
Court Affirmed Summary Judgment In An Estate Case Where The Plaintiff Did Not Have Standing As It Did Not Have A Sufficient Interest In The Estate
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
Court Of Appeals Affirmed A Receivership In A Trust And Estate Case On Equitable Grounds
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
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”)