Tex. Est. Code § 751.122 · Subchapter C-1. OTHER DUTIES OF AGENT
DUTY TO PRESERVE PRINCIPAL'S ESTATE PLAN.
Text — Current through the 89th 2nd Called Legislative Session, 2025
An agent shall preserve to the extent reasonably possible the principal's estate plan to the extent the agent has actual knowledge of the plan if preserving the plan is consistent with the principal's best interest based on all relevant factors, including:
(1) the value and nature of the principal's property;
(2) the principal's foreseeable obligations and need for maintenance;
(3) minimization of taxes, including income, estate, inheritance, generation-skipping transfer, and gift taxes; and
(4) eligibility for a benefit, a program, or assistance under a statute or regulation.
Notes and commentary — not statutory text
History
Added by Acts 2017, 85th Leg., R.S., Ch. 834 (H.B. 1974), Sec. 5, eff. September 1, 2017.
Source of truth
- Edition
- Current through the 89th 2nd Called Legislative Session, 2025
- Official file
- https://statutes.capitol.texas.gov/Docs/ES/htm/ES.751.htm
- Text hash
- sha256 41add8cb97ace8791dd4ea7466ce06e097a9c82e63f03eb3a1d092a32b4b2d15
- Composed by
- compose_tx.py 2026-10-05: the Legislative Council's chapter files read in document order; verify_tx.py's independent reading (lxml DOM walk) agrees character for character
Cited by 1 provision
Provisions in this library whose text cites Tex. Est. Code § 751.122. Each shows the citation as that text prints it.
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