Before Vacation Season: How to Keep More of Your Estate in the Family — Not the Government
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- Learn how Texas families can legally protect more of their assets and avoid unnecessary probate complications.
- Discover the most common estate planning mistakes people make before vacation season—and why they can create major problems later.
- Understand how wills, trusts, beneficiary designations, and account ownership impact what your family actually receives.
- See how probate, taxes, and outdated documents can reduce what gets passed down to your loved ones.
- Find out why proper trust funding and updated estate documents matter more than most families realize.
- Explore how Texas-specific laws affect your estate plan and what steps families often overlook.
- Walk away with practical next steps to help keep more of your legacy with your family — not tied up in court, delays, or unnecessary costs.
Meet Our Estate Planning Attorneys
Our unique background allows us to provide insightful guidance in matters of estate planning, trust & probate administration, and long-term care planning.
Pamela Hailey-Petty
One of the most important things to Pamela is family and she takes the time to help her clients protect what they have built over their lifetime.
Her goal is to ensure that she and her team are helping them achieve their estate planning goals.
Sharissa Baeza
Sharrissa was raised in Central Texas and earned her Law Degree from South Texas College of Law Houston.
She then gained experience in the Estate Planning and Probate Clinics, offering pro bono services to individuals and families within the community.
