Location of Principal Office:
2100 Burnett Plaza
801 Cherry Street
Fort Worth, Texas 76102-6898

Noel C. Ice, Attorney At Law
Cantey & Hanger, L.L.P.
Board Certified, Estate Planning and Probate Law,
Texas Board of Legal Specialization, 1983.
PERSONAL BIO


(817) 877-2885 (Atty. Dir. Line)
(817) 877-6094 (Sec. Dir. Line)
(817) 877-2800 (C&H Receptionist)
(817) 877-2807 (FAX)

Last Update Friday, May 14, 2004 12:04 PM

 

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LIST OF ARTICLES AND FORMS

 

Guides and Articles
Subdirectories link to articles on Pensions, IRAs, Trusts, Probate, etc. There is a separate page for Forms

TrustsAndEstates.net

(To see what I am interested in when not earning a living, visit
www.philosophyforum.net )











E-mail me at
teleice@TrustsAndEstates.net

Clicking the Iceberg Will Always Take You Home
.

LIST OF ARTICLES AND FORMS

I have found that the www.trustsandestates.net website has grown so large in the few short years that I have been maintaining it that finding a particular article can a be challenge. There is a free toolbar that you can download from Alexa, which will search a website for key words, which I use all the time, and which I recommend you consider using to search this site. At some point in the near future, I will install a search engine of my own, which should make like easier for you.

In the meantime, I have created the table below to help you find what you are looking for. You might want to bookmark this page in order to return to it easily, since it is unlikely that if you go to an article you will have a direct link back here from the article, though your back browser button should also work for returning to this page.

Note that I have established this site largely as a public service; I get little business from it, and it was largely established for lawyers who were constantly asking me for materials that I had published or otherwise disseminated. However, there are some articles of interest to the general public, particularly the nutshell series of articles. My only caution and condition for downloading or reading these materials is that I keep the copyright (though you are free to otherwise use them), and that YOU DO NOT RELY ON ANYTHING IN THEM. For one thing, many of the articles are dated by now, and the law changes too quickly for me to keep them all up-to-date. Secondly, they ARE NOT LEGAL ADVICE. Rather, they are in the nature of a periodical article. Legal advice consists of applying the law to the facts, and (a) I don’t know your facts, and (b) I HEREBY EXPRESSLY REPRESENT THAT THE LAW MAY BE OTHERWISE THAN AS STATED ON THIS WEBSITE or in any of the article found on it or found below. Fair enough? So proceed at your own risk. Having said all that, I would nevertheless hope that the articles may proved helpful, should you use them as a basis for asking questions of your lawyer or other professional advisor.

 

Title of Article of Site Page and Link to it.

Page on Which the Article and Ones Similar to It May be Found

Category

Approx-
imate Date

Comments

Home Page

Estate and Retirement Planning

 

 N/A

SITE PAGE

 

 

Guides and Articles

 

SITE PAGE

 

 

Personal Bio

 

SITE PAGE

 

 

Charitable Giving

 

SITE PAGE

 

 

Crummey Trusts

 

SITE PAGE

 

 

Est. Planning Articles

 

SITE PAGE

 

 

ESOPs 

 

SITE PAGE

 

 

Excel Templates

 

SITE PAGE

 

 

Fee Schedules

 

SITE PAGE

 

 

Family Limited Partnerships

 

SITE PAGE

 

 

Form Book

 

SITE PAGE

 

 

Forms

 

SITE PAGE

 

 

Guest_Page

 

SITE PAGE

 

 

IRAs & QP Forms

 

SITE PAGE

 

 

IRAs & Qual. Plans

 

 SITE PAGE

 

 

Favorite Links

 

 SITE PAGE

 

 

Marital Property

 

 SITE PAGE

 

 

Mission Statement

 

 SITE PAGE

 

 

MRD Regs

 

SITE PAGE

 

 

Nutshell Memos 

 

SITE PAGE

 

 

Probate 

 

SITE PAGE

 

 

Where I'd Rather Be

 

SITE PAGE

 

 

Treatise

 

SITE PAGE

 

 

What's New 

 

SITE PAGE

 

 

Wills & Trust Forms

 

SITE PAGE

 

 

TEXAS PROPERTY CODE §42.doc

TEXAS PROPERTY CODE §42.htm

ArticlesMisc\42.0021_CreditorProtectionOfIrasInTexas.pdf

IRAs & Qual. Plans Creditor Protection

IRAs

2003 This is a fairly thorough treatment of the Texas shield law exempting IRAs from creditor claims. It has (IMHO) a particularly good, if unfortunately inconclusive, discussion on conflict of laws issues.

ProbateIncomeTax\DraftingForIncomeTax.doc

ProbateIncomeTax\DraftingForIncomeTax.htm

Probate

Trusts
Estate Planning
Income Tax Planning
Drafting

2003

Not comprehensive, but contains several interesting observations.

GRATs\GRATMmClIce.doc

GRATs\GRATMmClIce.htm

GRATs\GRAT_NYU.doc

GRATs\GRAT_NYU.htm

Probate

Est. Planning Articles

Trusts
Estate Planning
Gifts
2003 My memo is now fairly thorough in its final incarnation.

The second article is co-authored with Richard Oshins and Carlyn McCaffrey. It too is very comprehensive.

Annotated IRA Beneficiary Designation Form

IRAs & QP Forms

FORM
IRA
Retirement Planning
ERISA

 2001

May need updating in light of final regulations. But it still has some useful ideas

ANNOTATED FORM-Retirement Plan Provisions in a Living Trust IRAs & QP Forms FORM
IRA
Qualified Plan
Retirement Planning
Trusts
Estate Planning
ERISA
2001 May need updating in light of final regulations. But it still has some useful ideas
THE PERSONAL COMPUTER IN YOUR PRACTICE.htm

THE PERSONAL COMPUTER IN YOUR PRACTICE.doc

THE PERSONAL COMPUTER IN YOUR PRACTICE.rtf

THE PERSONAL COMPUTER IN YOUR PRACTICE.PDF

Even I don't know where this is on the website anymore. ARTICLE

Computers

1997  
FINAL MRD REGULATIONS ANNOTATED.doc

FINAL MRD REGULATIONS ANNOTATED.htm

FINAL MRD REGULATIONS ANNOTATED.rtf

MRDRegsFinalAnnJL-LS_Table_Dash-8_QA3.doc

MRDRegsFinalAnnJL-LS_Table_Dash-8_QA3.htm

MRDRegsFinalAnnJL-LS_Table_Dash-8_QA3.rtf

 

MRD Regs

IRAs & Qual. Plans

ARTICLE
IRAs and QPs
Retirement Planning
Trusts
Estate Planning
ERISA
MRDs (Minimum Required Distributions Under IRC Sec. 401(a)(9)
New Proposed Regulations
   
MRDRegs_1.401(a)(9)1-11-2001.htm

MRDRegs_1.401(a)(9)1-11-2001.doc

This is the only link. ARTICLE
IRAs and QPs
Retirement Planning
Trusts
Estate Planning
ERISA
MRDs
Old Proposed Regulations
  This is somewhat dated, since the the re-proposed regulations have now been replaced by final regulations. However, I am leaving it on here for a while because the old rules still apply in some some cases, and, in addition, there is some timeless analysis found in this article.
Is Trust Income Community.htm

Is Trust Income Community.doc

Ice_Trust_Inc_Is_SepProp.rtf

Marital Property ARTICLE
Marital Property
Divorce

Estate Planning
Trusts

IRAs and QPs
(IRAs are Trusts, after all)
Retirement Planning
   
ROTH IRAs.htm

Roth_IRAs.rtf

ROTH IRAs.doc

IRAs & Qual. Plans ARTICLE
IRAs
Roth IRAs
Estate Planning
Retirement Planning
   
Effect of Proposed Regulations.htm

Effect of Proposed Regulations.doc

I couldn't figure out where to put this, so this may be the only place. ARTICLE
Effect of Regulations
  This used to be a part of a comprehensive article I wrote on the proposed MRD regs. When those regs became final, I took that article off the site, and substituted in its place my annotated version of the final regulations. However, I had people calling me about this subject, which is timeless, and is still useful, so I resurrected it in its present form.
ALTERNATIVES TO FORMAL ADMINISTRATION.htm

ArticlesMisc/AlternProbProc/AltPro.PDF

ALTERNATIVES TO FORMAL ADMINISTRATION.doc

ArticlesMisc/AlternProbProc/IceProbAlt.rtf

Probate ARTICLE
Probate
  This was a pretty good article at one time, and is still probably fairly current, but if there have undoubtedly been legislative changes since I last updated this article.
What You Should Know About Charitable Remainder Trusts.htm

What You Should Know About Charitable Remainder Trusts.doc

Charity/Mm_Cl_CRTs.rtf

Charitable Giving ARTICLE
Charity
Charitable Remainder Trusts
   
What You Should Know About Outright Gifts to Charity.htm

What You Should Know About Outright Gifts to Charity.doc

Charity/Mm_Cl_Gift_to_Charity_Outright.rtf

Charitable Giving ARTICLE
Charity
Outright Gifts to Charity
   
What You Should Know About Your Private Foundation.htm

What You Should Know About Your Private Foundation.doc

Charity/Mm_Cl_Priv_Found.rtf

Charitable Giving ARTICLE
Charity
Private Foundations
   
Memo Conduit Private Foundations.doc

Memo Conduit Private Foundations.htm

 

This ought to be on the Charitable Giving
page, but I may not have gotten around to putting it there yet.
ARTICLE
Charity
Conduit Private Foundations
   
EGTRRA.htm

EGTRRA.doc

EGTRRA/Ice_EGTRRA_Pensions.pdf

EGTRRA/Ice_EGTRRA_Pensions.rtf

 

IRAs & Qual. Plans ARTICLE
Pensions
New Law
EGTRRA
   
THE AFTERMATH OF ENRON-ESOPs.htm

THE AFTERMATH OF ENRON-ESOPs.doc

Enron/Enron_ESOPs.pdf

Enron/Enron_ESOPs.rtf

 

ESOPs

IRAs & Qual. Plans

ARTICLE
Pensions
ESOPs
Fiduciary Duties