Estate planning for clients with prior marriages and children from other relationships can sometimes be challenging, and even raising the issue may be difficult. However, once you’ve determined with your client how they would like to address their blended family, your InterActive Legal practice system provides several drafting options. For example, clients can define “children” in several ways – including limiting it to children of the client, children of a particular relationship, step-children, or all children from both spouses (i.e., a “yours, mine, and ours” approach). If one spouse has no children but would like to benefit his or her step-children, that option is available as well. Additionally, clients may want to limit their surviving spouse’s access to and control over property in order to ensure that the children are not cut out by the survivor if he or she updates his or her estate plan in the future.
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Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.
Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.
Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.
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