Wilson Whitaker Rynell

Experienced Lawyers

info@wwrlegal.com

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972-248-8080 DALLAS
713-830-2207 HOUSTON
512-691-4100 AUSTIN
wilson whitaker rynell attorneys and counselors at law logo
972-248-8080 DALLAS
713-830-2207 HOUSTON
512-691-4100 AUSTIN
a blue and orange check mark with the letter w on it as the Wilson Whitaker Rynell Logo

Inheritance Theft - The Stolen Estate

Chelsea Lankford • Aug 11, 2023

As America Ages Inheritance Theft Is a Growing Problem

Martha Smith knew how much she was supposed to inherit from her mother's trust. The mother and daughter had many discussions about it before she passed. But when everything was distributed, the amount was noticeably less. How did that happen? After hiring attorneys and investigations, Martha found that the trustee, a trusted family member, had siphoned money and assets into the trustee’s name. Her inheritance had been hijacked


While it seems impossible, inheritance hijacking or theft is a real thing. How does it happen? Sometimes the hijacking is by a trusted family member that took advantage of their elderly loved one by convincing them to rewrite their will to disinherit everyone but them. Or maybe a family member accessed their accounts and transferred money out. Sometimes it's by the executor of the deceased will. As the executor, they have access to all the estate's accounts and assets. They could sell off assets, pocket the money or charge exuberant fees against the estate for their time.



How Do Estates Get Stolen?

A stolen estate or trust can occur in many ways, including the following:


  • Undue influence over a testator of limited capacity or the elderly.
  • Theft or forgery of the will.
  • Abuse of power of attorney by a trusted friend or agent.
  • Executors or Trustees who charge excessive fees for their services.


Heirs can take steps to prevent inheritance hijacking from happening. Periodically talking about the estate plan with loved ones can allow more people to keep an eye on the probate process. If they feel like the executor of the estate is untrustworthy, they can take steps to have the executor removed. Importantly, periodically checking bank records, tax statements, and investment accounts can help prevent theft at an early stage before it gets out of control. 

Dallas Inheritances Theft Litigation Attorney

Can heirs or beneficiaries do anything if they happen to become victims? Heirs can hire attorneys to sue for breach of fiduciary duty, theft, or fraud to recoup the lost funds and assets. The lawyers of Wilson Whitaker Rynell specialize in Probate litigation and Estate Litigation. If you believe your inheritance has been stolen and/or wrongfully taken, our trusted lawyers can assist you in recovering those assets. Our firm will help protect you from financial abuse.


A woman is sitting at a desk using a laptop computer.
By Chelsea Lankfrod 08 May, 2024
Interview of a Child in Chambers by a Texas Court Divorces can be messy; even more so when children are involved. One pivotal question that is often asked is who will receive primary custody. The prospect of children speaking to a judge during a divorce case to help determine custody can be a controversial topic. On one hand, it aims to understand and prioritize the child's preferences and best interests. On the other hand, exposing children to legal proceedings can be emotionally taxing and stressful . When Can the Judge Talk to Children? During a nonjury trial or hearing, the court is required to privately interview any child 12 years or older, while interviewing a child under 12 is at the judge's discretion. This private interview helps convey the child's wishes regarding who should have primary custody. The judge can also conduct the interview independently or on the request of a party, amicus attorney, or attorney ad litem. While speaking to the child can help determine issues of possession, access, and parent-child relationships, it does not restrict the court’s authority to decide what’s best for them. However, in cases where a jury trial is underway, the judge is prohibited from privately interviewing the child on matters subject to a jury verdict such as which parent is granted conservatorship/primary custody. During the conversations, attorneys representing the parents, the amicus attorney, the guardian ad litem, or the child's attorney ad litem may be present. For children aged 12 and older, the court is required to record these interviews to ensure a thorough and accurate record is available as part of the overall case documentation. Inside the Judge's Playbook: What Gets Asked? The judge may ask open-ended questions about living arrangements, the child's relationship with each parent, and other aspects relevant to their well-being. Additionally, an interviewer’s nonverbal communication may not contribute to the making of a particular statement. James v. Texas DHS, 836 S.W.2d 236, 239-241, (Tex.App.—Texarkana 1992, no writ.). However, the child's testimony is just one piece of the puzzle, weighed alongside other factors such as parental behavior, home stability, and each parent's willingness to cultivate the child's relationship with the other parent. Importantly, if the judge during the interview has reasonable cause to believe that a child’s physical or mental health or welfare has been adversely affected by abuse or neglect by any person , the the judge is obligated to shall immediately make a report. Tex. Fam. Code §261.101(a).
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By John Wilson 06 May, 2024
What is a Franchise Agreement? Businesses form franchise agreements when they want to share their business ideas and ventures with other entrepreneurs looking to be independent business operators themselves. The franchise agreement is a legal contract that establishes a franchisor-franchisee relationship to expand the franchisor's entrepreneurial ideas and values. The franchisor grants the franchisee the legal right to set up and operate a franchised business consistent with the terms of the franchise agreement. Under this agreement, the franchisee gains the license to use the franchisor’s trademarks, trade dress, business systems, operational manuals, and supply sources for offering and selling the franchisor's specified products and/or services. The franchise agreement is required to be legally included as an exhibit in the franchisor’s Franchise Disclosure Document, which must be presented to potential franchisees before any franchise offerings or sales are made. The federal trade commission publishes A Consumer's Guide to Buying a Franchise which is helpful for perspective purchasers' of franchises.
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New FTC Rule Bans Noncompete Agreements in Employment Contracts
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Beneficial Ownership Information (BOI) Form - New Filing Requirements for Legal Entities
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Transferring a Foreign Limited Liability Company (LLC) to the State of Texas
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Understanding the Process for Sealing a Civil Case Under Texas Law: Insights from Wilson Whitaker Rynell, Dallas Attorneys
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The Wilson Legal Group are Dallas attorneys that specializes in Patents, Trademarks, Copyrights, Trade Secrets, Complex Litigation, Business/Corporate Law, Family Law and Real Estate Law. At the Wilson Legal Group, our clients are our focus. Our philosophy is simple and straight-forward: Understand our clients' needs, hopes, and interests in order to help them flourish. Our staff strives to build strong relationships with our clients in order to appreciate their best interests and help them achieve their goals.

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