Estate Planning Lawyers for Carrollton, Texas

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Meet some of our Carrollton Estate Planning Lawyers

Brian R. - Estate Planning Lawyer in Carrollton, Texas
View Brian
5.0 (1)
Member Since:
August 15, 2023

Brian R.

Owner/Lawyer
Free Consultation
Fort Worth
26 Yrs Experience
Licensed in TX
Texas A&M University School of Law (formerly known as Texas Wesleyan University School of Law)

Brian C. Restivo, the managing member of Restivo Legal, PLLC, has been licensed by the State Bar of Texas and continuously practicing as an attorney since November of 2000. Over these years, he has represented customers across the spectrum - from a Fortune 500 company to individuals - and is seasoned at tailoring his services to the unique needs of each customer.

Recent  ContractsCounsel Client  Review:
5.0

"Thank you for taking your time to review my contract with me, answer all my questions and for making me comfortable and knowledgeable enough to continue in this land buying process!"

Joshua B. - Estate Planning Lawyer in Carrollton, Texas
View Joshua
5.0 (11)
Member Since:
September 19, 2023

Joshua B.

Founder
Free Consultation
Austin, Texas
24 Yrs Experience
Licensed in TX NY
University of Texas

Josh Bernstein has been serving real estate and corporate transactional clients since 2002. His experience is varied, and he enjoys working on and puzzling out novel and complex corporate and real estate matters. Josh’s experience includes, among other things, the following: representation of public companies in connection with SEC reporting and compliance work (proxies, 10-K’s; 10-Q’s; 8-K’s, etc.); representation of public and private company securities issuances (including private placements, and other similar offerings); assistance in structuring and drafting joint ventures, both for investors and operating partners, and including both real estate and corporate ventures; handling public and private company mergers and acquisitions; and asset sales and dispositions; assisting clients, big and small, with real estate acquisitions, sales and financings; managing large-scale and multi-state real estate portfolio acquisitions, dispositions and financings; complex condominium creation, structuring and governance work, including: commercial condominiums, use of condominiums as a land planning tool, wholesale condominium property acquisitions and dispositions, and rehabilitating failed or faulty condominium legal structures to make ready for sale; development of restrictive covenants and owners’ association documents for master-planned communities; compliance with federal statutes governing real estate sale and development (including, without limitation, the Interstate Land Sales Full Disclosure Act, the Housing for Older Persons Act, and the Americans with Disabilities Act); representation of real estate lenders, for both improved and unimproved property, and including numerous construction financings secured by real estate; assistance with commercial leasing; from both the landlord and tenant side, and including condominium leasing; training residential home and condominium sales staff for compliance with applicable local and federal law; and workouts of all kinds. When he’s not busy lawyering, Josh may be found watching 80’s commercials, flying a single-engine plane, playing poker, or trying to be a good dad.

Recent  ContractsCounsel Client  Review:
5.0

"Josh has been extremely helpful sorting through issues with a tenant."

Michelle T. - Estate Planning Lawyer in Carrollton, Texas
View Michelle
5.0 (16)
Member Since:
October 10, 2023

Michelle T.

Business Lawyer
Free Consultation
Alexandria, VA
21 Yrs Experience
Licensed in TX FL, VA
Florida State College of Law

I am an experienced, well-rounded attorney with a background specializing in trusts and estates, contracts and business law. I have extensive experience working with simple contracts all the way up to multi-million dollar deals.

Recent  ContractsCounsel Client  Review:
5.0

"Michelle drafted an excellent and unique Post Nuptial agreement which outlines a very specific "process" that will be used to divide assets in the event of divorce. Since assets can change value daily, traditional "splitting an asset list" methods are often outdated within a week of signing. Michelle rose to the challenge at a very reasonable price. Other, "meter man" attorneys would have charged at least 5x more. I highly recommend Michelle!"

Darryl S. - Estate Planning Lawyer in Carrollton, Texas
View Darryl
5.0 (144)
Member Since:
November 9, 2023

Darryl S.

Founder and Counselor-at-Law
Texas
33 Yrs Experience
Licensed in TX
The University of Texas School of Law Austin

I offer flat/fixed fees rather than hourly work to help lower your legal costs and align our interests. I specialize in contract law and focus on making sure your contract is clear, protects your interests and meets your needs. You can expect fast, straightforward communication from me, making sure you understand every step. With my experience, you'll get a detailed review of your contract at a fair, fixed price, without any surprises. I have over 30 years of business and legal experience that I bring to your project. I graduated from The University of Texas School of Law with High Honors in 1993 and practiced at Texas' largest law firm. I have founded companies and so understand how to be helpful as both a lawyer and business owner.

Recent  ContractsCounsel Client  Review:
5.0

"Great experience with Darryl! he is very helpful and responsive and an excellent communicator."

Ivan B. - Estate Planning Lawyer in Carrollton, Texas
View Ivan
4.9 (25)
Member Since:
August 10, 2023

Ivan B.

Associate
Free Consultation
Houston, Texas
9 Yrs Experience
Licensed in TX
The University of Texas School of Law

I grew up in Beaumont, Texas. I attended Baylor University for college and the The University of Texas School of Law for law school. I gained extensive experience in many areas of transactional law through my former position as corporate counsel at National Western Life Insurance Company and my current position as an Associate at Nance & Simpson, LLP.

Recent  ContractsCounsel Client  Review:
5.0

"Ivan is an excellent attorney, very meticulous, thorough, and incredibly fast. He pays close attention to every detail and makes sure everything is done right. I really appreciate his efficiency and professionalism. Highly recommend."

Austin R. - Estate Planning Lawyer in Carrollton, Texas
View Austin
Member Since:
August 22, 2023

Austin R.

Attorney
Free Consultation
Texas
4 Yrs Experience
Licensed in TX
St Mary's University School of Law

With experience in Criminal trial, Civil trial, writs and appeals, I have both reviewed and drafted contracts from employment contracts to software development and everything in between.

Joe C. - Estate Planning Lawyer in Carrollton, Texas
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Member Since:
August 30, 2023

Joe C.

Associate Attorney
Free Consultation
Dallas, Texas
6 Yrs Experience
Licensed in TX
SMU Dedman School of Law

Born in Dallas, Texas, Joe Craddock represents clients in a range of litigation and transactional matters covering Contracts, Real Property, Oil and Gas, and Construction Defects.

Tetyana J. - Estate Planning Lawyer in Carrollton, Texas
View Tetyana
Member Since:
September 4, 2023

Tetyana J.

Attorney/Owner
Free Consultation
Houston
4 Yrs Experience
Licensed in TX
University of Houston

I am a highly accomplished and dedicated immigration attorney, renowned for providing top-tier immigration legal services that consistently exceed expectations. I am known for my expertise in offering exceptional representation across a broad spectrum of immigration cases, including EB-2 National Interest Waivers (NIW), O visas, EB-1A, family-based immigration, TPS, Adjustment of status, asylum petitions, and skillful advocacy in Immigration Court proceedings. My clients rely on my unwavering commitment to their immigration needs, trusting in my in-depth knowledge of the intricate legal processes and my steadfast determination to secure favorable outcomes. My reputation as a leading authority in the field is a testament to my unwavering commitment to delivering unparalleled, high-quality immigration services. In addition, I am fluent in Ukrainian and Russian.

Christian D. - Estate Planning Lawyer in Carrollton, Texas
View Christian
Member Since:
September 6, 2023

Christian D.

General Practice Attorney
Free Consultation
Austin, Texas
13 Yrs Experience
Licensed in TX
St. Mary's University - School of Law

Christian Davila received his Juris Doctorate from St. Mary’s University and becoming a member of the State Bar of Texas in 2013. Before law school, he studied at Texas A&M International University (TAMIU), and participated in multiple programs across various fields of study, including the University of Texas Medical Branch-School of Medicine’s “Early Medical School Acceptance Program,” and the Hispanic Association of Colleges & Universities’ “National Internship Program” at the Library of Congress in Washington, D.C. Christian’s legal experience includes criminal law (both prosecution and defense), family law, transactional law, business litigation, real estate litigation, and general civil litigation. Christian was previously in-house counsel for a multi-million dollar apartment construction and management company, handling all property acquisition, document drafting, negotiations, and litigation. Christian is a former member of the American Association for Justice (formerly the Association of Trial Lawyers of America), and he has been distinguished by the National Trial Lawyers as one of their TOP 40 Civil Plaintiff attorneys in Texas UNDER 40 years old. He likes weightlifting, reading comicbooks, and being silly with his kids in his spare time.

Joseph K. - Estate Planning Lawyer in Carrollton, Texas
View Joseph
Member Since:
September 13, 2023
Lynette P. - Estate Planning Lawyer in Carrollton, Texas
View Lynette
Member Since:
October 1, 2023

Lynette P.

Litigation Attorney
Free Consultation
Little Rock, Arkansas
13 Yrs Experience
Licensed in TX AR
St. Mary's University School of Law

I am licensed in both Texas and Arkansas but actively working in Arkansas. My primary focus is criminal defense, family law, and estate planning (wills and trusts).

Matthew W. - Estate Planning Lawyer in Carrollton, Texas
View Matthew
Member Since:
October 2, 2023

Matthew W.

Corporate Lawyer
Free Consultation
Houston
18 Yrs Experience
Licensed in TX
University of Texas Law School

I represent startups, investment firms, and individuals frequently with equity and debt financing, M&A transactions, and commercial contracts.

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Estate Planning Legal Questions and Answers

Estate Planning

Power of Attorney

Texas

Asked on Feb 14, 2022

Power of Attorney

Revoking power attorney

T. Phillip B.

Answered Feb 18, 2022

Typically anything written which indicates you are revoking it should be sufficient. It should be delivered to your agent. I would also deliver it to any banks or other places where your agent may use the POA.

Read 1 attorney answer>

Estate Planning

Life Insurance Trust

Kentucky

Asked on Sep 29, 2025

If a life insurance policy owner dies and the insured is still alive and it is a life insurance policy with cash value that the policy owner had taken out a loan against with the policy so withdrew some of the cash value and were not legally liable to pay that debt to the policy back, does the executor have to pay that debt to the cash value off?

My mom had a life insurance policy on my younger adult sister. My mom was the policy owner and my adult sister is the insured. My mom passed in 2022. The life insurance policy she had on my sister had cash value on it and my mom had taken some of that out when she built her house about 20 years ago. As the executor, am I required to pay that back, since my mom wasn't actually required to put the money back in the cash value if she didn't want to? Is it considered a debt that I need to pay out of the estate? The estate has the funds to pay it but I wasn't sure if it was required to pay.

Randy M.

Answered Sep 30, 2025

When a policy owner takes out a loan against a life insurance policy’s cash value, that loan is secured entirely by the policy itself. It’s not a personal liability of the policy owner, and it doesn’t become a debt of the estate. The insurer tracks the outstanding balance and deducts it from the policy’s value. In your situation, your mother was the owner of a policy insuring your sister’s life. She borrowed against its cash value years ago. Because she wasn’t legally required to repay the loan during her lifetime, the obligation doesn’t shift to her estate. As executor, you don’t treat that loan as a claim against estate assets. The only impact is on the policy itself: the loan plus interest reduces the cash value if surrendered, or the death benefit if your sister eventually dies while the policy is still in force. What Happens After the Owner Dies Since your mother has passed and the insured (your sister) is still alive, the policy itself becomes part of the estate unless a contingent owner was named. That means you may have temporary control as executor. At this point you have several options: 1. Maintain the policy by continuing premiums if required. The loan remains in place and will keep accruing interest, which reduces the policy’s value. 2. Transfer ownership to your sister or another beneficiary under the will or intestacy laws. The new owner takes the policy subject to the outstanding loan. 3. Surrender the policy for its remaining net cash value, which will already reflect a reduction for the loan balance. 4. Allow the policy to lapse by discontinuing premium payments, though that wastes any remaining value. The right choice depends on the estate’s circumstances, your sister’s wishes, and whether preserving coverage has practical value. Executor’s Responsibilities Your duty as executor is to collect estate assets, pay valid debts and expenses, and distribute the remainder under the will or state law. Since policy loans are not debts of the estate, you don’t repay them out of general funds. The insurance company enforces repayment internally by adjusting the policy value. The only estate-level question is whether to hold, transfer, or surrender the policy itself. Review the Policy Contract You should review the actual policy contract to confirm ownership and rights after your mother’s death, as terms can vary. If the estate inherited the policy, the insurer will require documentation before you can act. For guidance on transferring ownership and managing the policy, it’s best to consult an estate attorney in your jurisdiction. Contracts Counsel can connect you with experienced estate attorneys who can assist with this process.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Michigan

Asked on Sep 7, 2021

How can wife get power attorney from sibling for mother?

My wife is trying to get power of attorney for her mom from her sister that only wants her money and now we have her mom and her sister is keeping her I’d and birth certificate so she has no control of her money gave her a bank card with no pin and no I’d so she can’t go to the bank and get her money

George B.

Answered Sep 8, 2021

Generally, if a person is competent, he or she can revoke a power of attorney at any time and execute a new one in favor of someone else. Every individual/business that is aware of the previous power of attorney will need to be notified that it has been revoked and given the updated power of attorney. However, if a person has any conditions that may be impairing mental functions, it may be necessary to petition the court for guardianship/conservatorship. Both of these scenarios can get complicated incredibly fast, and you should consult with a lawyer in either situation.

Read 1 attorney answer>

Estate Planning

Trust

Florida

Asked on Oct 3, 2024

Can a trust be contested after the death of the person who created it?

Can a trust be contested after the death of the person who created it? I recently discovered that my late grandmother had created a trust before her passing, and I am concerned about its validity and the distribution of assets. There are certain family members who were excluded from the trust, and I suspect they may try to contest it now that my grandmother is no longer alive. I want to understand my rights and options in case a dispute arises regarding the trust.

Lori B.

Answered Oct 18, 2024

You will need to review the Trust Agreement carefully. A Trust usually cannot be contested after the grantor dies. If the trust agreement was drafted correctly, it appoints a successor trustee to take over the trust and the trust assets. In other words, the trust continues to operate.

Read 1 attorney answer>

Estate Planning

Will

Pennsylvania

Asked on Apr 22, 2026

Are any ContractsCounsel lawyers open to serving as an executor for my estate?

I'm 49, and I live in Pennsylvania. I'm not married, and I don't have any kids. My net worth around $2 million. I understand that if any lawyer is open to this arrangement, he/she would need to screen me before agreeing to serve as my executor.

Kenneth G.

Answered May 26, 2026

Pennsylvania ethics rules permit a lawyer to serve as executor for a client, subject to PA RPC 1.7 conflict disclosure and PA RPC 1.8 Comment guidance, including advising of the lawyer's financial interest and the availability of alternative candidates. An engagement would be a long-tail fiduciary commitment, and the executor role should sit in a separate engagement letter with full Rule 1.7 disclosures, written informed consent, succession provisions, and confirmed fiduciary insurance. The engagement is ethically allowed, but there are enough structural hurdles with having a lawyer serve as executor that one may want to consider a bank or institutional executor in some cases.

Read 1 attorney answer>
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