Many new friends at Fowler Law are those we have fondly nicknamed our "California Pilgrims." They have left everything from a very beautiful state they love to come to a strange new land. They thoughtfully reach out to ask us about whether their California-drafted estate plan documents and trusts need to be changed when they become Texas residents. What we often find is that they never fully understood what type of trust they had drawn or the trust's purpose - whether formed in California, Texas, or on the Moon!
EXPERT TIP: UNDERSTAND WHAT YOUR TRUST IS INTENDED TO DO.
If you belive a trust has been created that controls some or all of your assets, it is essential for you to understand fully what it is intended to do. Is it a family trust, a revocable trust, an irrevocable trust, a special needs trust? Do you even know what those terms mean?
If you don't know or aren't sure, we can help you.
Our NO COST first consultation is a great way to get answers so you can go back to enjoying your new life in Texas.
The Fowler Law Firm PC...Not Your Conventional Law Firm®
About your authors:
Terry Belt has practiced law for 43 years and is a top producing attorney at The Fowler Law Firm, PC., where he specializes in business law and estate planning. Belt has earned two Texas Supreme Court victories and is board certified by the State Bar of Texas.
John Pearce is a tax attorney and Certified Public Accountant joint licensed in Texas, Louisiana, Georgia, and Kentucky. John regularly counsels with both large and small nonprofit organizations. He currently serves pro bono as Texas CPA Society Treasurer, Rotary District 5870, and Austin Bar Association Business & Taxation Section Treasurer.
About The Fowler Law Firm PC: Attorneys with The Fowler Law Firm PC proudly donate their talents and resources to many area charities and teach courses in Continuing Education Click HERE for more information. Follow our charitable adventures on our Facebook or LinkedIn pages.