Gerry W. Beyer: An Estate Planner’s Guide to Specific Testamentary Gifts (November 1, 2020)

Gerry W. Beyer, of Texas Tech University School of Law, has made available for download his article, An Estate Planner’s Guide to Specific Testamentary Gifts, published in Estate Planning Developments for Texas Professionals 2020. The abstract is as followed:

Clients are excited to make specific gifts in their wills. For some, the goal is to pass treasured family heirlooms and other property with significant emotional attachment to the appropriate family members. Others seek instead to transfer assets of value to family members, friends, and charities so the recipients may keep or, more likely, sell the property to gain funds they desire for their needs.

This article discusses the variety of issues that arise with specific gifts with the aim of making it easier for an estate planner to structure them to effectuate their clients’ intentions.

To see the full article, click: An Estate Planner’s Guide to Specific Testamentary Gifts by Gerry W. Beyer

Posted by Jessica Ji, Associate Editor, Wealth Strategies Journal.

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