Waldron & Schneider

Required Pre-Trial Disclosures Under the New Rules of Civil Procedure

Required Pre-Trial Disclosures Under the New Rules of Civil Procedure RICHARD A. SIMMONS rsimmons@ws-law.com Waldron & Schneider 15150 Middlebrook Drive Houston, Texas 77058 (281) 488-4438 www.ws-law.com   On August 21, 2020, the Texas Supreme Court amended several Rules of Civil Procedure (sometimes referred to as the “Rules” or as a “Rule”). Following public comment, the […]

Required Expert Disclosures Under the New Rules of Civil Procedure

3 documents You Need In Unusual Times

Required Expert Disclosures Under the New Rules of Civil Procedure RICHARD A. SIMMONS rsimmons@ws-law.com Waldron & Schneider 15150 Middlebrook Drive Houston, Texas 77058 (281) 488-4438 www.ws-law.com On August 21, 2020, the Texas Supreme Court amended several Rules of Civil Procedure (sometimes referred to as the “Rules” or as a “Rule”). Following public comment, the Court […]

Required Initial Disclosures Under the New Rules of Civil Procedure

Required Initial Disclosures Under the New Rules of Civil Procedure RICHARD A. SIMMONS rsimmons@ws-law.com Waldron & Schneider 15150 Middlebrook Drive Houston, Texas 77058 (281) 488-4438 www.ws-law.com   On August 21, 2020, the Texas Supreme Court amended several Rules of Civil Procedure (sometimes referred to as the “Rules” or as a “Rule”).  Following public comment, the […]

Waldron and Schneider

Waldron and Schneider Updates 2021 August: W&S Litigation Team successfully negotiated a resolution of a dispute for our client, a home builder, regarding payment for the client’s construction services resolving multiple lawsuit and lien issues.

Get Excited Estate Planning and Asset Protection Podcast Episode

Get Excited Estate Planning and Asset Protection Podcast Episode Attorney Marc Schneider was on an episode from the podcast Market Talk. You can click below to listen to the episode on any one of these platforms. If you use a different platform just search for the podcast: Market Talk. Spotify: https://open.spotify.com/episode/0levwGgC2k3f4gOf2I36mS Listen Notes: https://www.listennotes.com/podcasts/market-talk-royal-harbor-partners-v3IytObWsXz/ Apple: […]

Proposed Changes to Estate Tax

Proposed Changes to Estate Tax Recent information regarding the proposed tax changes by the Biden Administration includes a proposal to reduce the federal estate and GST tax exemption from $11,700,000 per individual to the 2009 level of $3,500,000 per individual.  There is even a proposal to reduce the federal gift tax exemption to $1,000,000 per […]

Wire Fraud or “Business Email Compromise” – is the Bank liable?

Wire Fraud or “Business Email Compromise” – is the Bank liable? Many businesses and individuals rely on wire transfers for various payments and transactions. A wire transfer is an electronic transfer of funds between parties or, more accurately, between the parties’ banks. These types of transfers are privy to wire fraud, which occurs when a […]

Business Insurance and Ice Storm Claims

Business Insurance and Ice Storm Claims Waldron & Schneider has experienced insurance coverage attorneys who can assist you in dealing with the aftermath of the recent Ice Storm and related issues.  As a result of the 2021 Ice Storm, businesses are facing extra costs and actual losses such as property damage (burst water pipes have […]

Qualified Personal Residence Trust (QPRT)

Qualified Personal Residence Trust (QPRT) A qualified personal residence trust (“QPRT”) is one of several tools in our estate planning toolbox at Waldron & Schneider. A QPRT is a type of irrevocable trust. The grantor of the QPRT (“Grantor”) transfers ownership of their principal residence or vacation home to the QPRT and reserves the right […]

Irrevocable Life Insurance Trust

Responding to Positive COVID-19 Test Results in the Workplace Life insurance policy death benefits pass to a decedent’s spouse tax-free, but when the spouse passes, the benefits are included in his or her taxable estate. These benefits are often high in value and push the amount of an individual’s total estate above the allowable lifetime […]