Judith P. Kenney & Associates, P.C.,
Attorneys at Law
Concentrating in Estate Planning and Probate Law in North Texas
Judith P. Kenney & Associates, P.C., assists clients in all areas of Estate Planning, Trust Administration, Guardianships, Probate Law, Tax-Exempt/Non-Profit Organizations, Charitable Foundations, Estate and Gift Tax Returns and Planning, as well as Litigation in Trust and Probate Matters. Judith P. Kenney has been working in the area of Estate Planning for over 30 years and is Board Certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization.
We are dedicated to providing our clients with exceptional legal advice and services. We recognize that each client’s situation is unique. We develop customized estate plans that are designed to meet the individual goals and desires of our clients. In providing our services, we seek to minimize taxes and the expense to our clients. We take the time to explain the estate plans in detail so that our clients feel confident and secure throughout the process that their estate plans meet their needs. The services we offer include Estate Planning, which covers planning for estate and gift tax and wealth disposition and involves the implementation of such goals through the preparation of Wills, trusts of all types, such as Revocable Living Trusts, Irrevocable Trusts, Testamentary Trusts, Insurance Trusts, Dynasty Trusts, Guardianship Management Trusts, and Charitable Trusts. Our estate planning services also includes planning for disability: General Durable Powers of Attorney, Medical Powers of Attorney, Advance Directives (“Living Will”), Designation of Guardian, Appointment of Agents to Control Disposition of Remains, HIPAA Authorizations and other related documents as a part of the estate planning package.
In Texas when a person passes away, there are several methods available to handle the estate, and the method chosen depends on the decedent’s unique facts and circumstances. This includes filing the decedent’s Will with a probate court to establish it as the document governing the disposition of the estate, and proceeding to settle the estate by paying debts, filing tax returns, and delivering the remaining property to the persons or trusts named in the Will. If a person dies without a Will, it is necessary to determine who should inherit his or her property under the laws of the State of Texas and then utilize one of several methods available to handle the estate. We work with our clients to determine the best method to meet the needs of their particular situation, and then work through the process with our clients to settle the estate as efficiently as possible.
Situations can occur which result in the need to establish a guardianship of a person, the person’s property, or both. This may occur for a minor (in Texas, a child under the age of 18), or an adult who is incapacitated. Sometimes that incapacity can occur in a relatively younger adult as the result of an injury or medical condition. In our current society in which people live longer than their ancestors did, we often encounter senior citizens who reach a point in their lives where they simply cannot manage their financial affairs, or even their personal care. While many of these situations can be handled through proper estate planning, sometimes it is necessary to resort to a formal court proceeding to name someone to be the guardian of that person. We assist our clients in addressing these situations, resorting to guardianship proceedings if other less restrictive methods are not available or sufficient.
Attorneys in our firm are routinely appointed by all three probate courts in Dallas County, as well as the probate courts in Collin County and Denton County, to serve as attorney ad litem and as guardian ad litem.
Sometimes serious disputes can arise in probate, trust, and guardianship matters. While resolving those disputes informally or by mediation is the best course of action, there are times when it is necessary to resort to litigation. We have experience in probate, trust and guardianship litigation, including disputes in the probate of Wills, the administration of probate estates, seeking a guardianship or defending against a guardianship, claims against estates, representing beneficiaries and creditors against estates, and seeking removal of or an accounting from an executor, trustee or guardian and other fiduciary litigation.