Facts of Independent Significance

When a testator establishes their will or trust, they may want to keep the document open to some important changes. A testament is often heavily detailed to prevent mistakes in the execution or unnecessary legal challenges from disgruntled parties. However, facts of independent significance, as they are known, allow for the proper assignment of property without proving so detailed as to effectively prohibit changes between the creation and execution of the testament.

To discuss your estate plan options with an experienced adviser, contact the Houston wills and trusts lawyers of Garg & Associates, P.C., at 281-362-2865 today.

Permitted Types of Facts

A testator may put together a testament that provides for a certain amount of openness. This means that the gift or the recipient may change according to the text of the testament. If the language of the testament leaves a changeable piece of property or recipient open, the actual execution of the will or trust will follow accordingly. The following types of facts of independent significance are possible:

  • Gifts that are assigned to a non-specific group of beneficiaries
  • Beneficiaries that are assigned non-specific gifts
  • Gifts not tied to a distinct title
  • Properties within other properties, i.e. property directly tied to other properties

The primary kinds of facts of independent significance cover instances when a certain part of the testament is left vague. For example, if a testator leaves behind a piece of property to their employees, any fires or hires will change who receives that property.

Contact Us

When putting together a will or a trust, there are certain occasions when a testator may want to use specific or vague language tactically. To learn more about establishing a solid estate plan, contact the Houston wills and trusts attorneys of Garg & Associates, P.C., by calling 281-362-2865.

Facts of Independent Significance

When a testator establishes their will or trust, they may want to keep the document open to some important changes. A testament is often heavily detailed to prevent mistakes in the execution or unnecessary legal challenges from disgruntled parties. However, facts of independent significance, as they are known, allow for the proper assignment of property without proving so detailed as to effectively prohibit changes between the creation and execution of the testament.

To discuss your estate plan options with an experienced adviser, contact the Houston wills and trusts lawyers of Garg & Associates, P.C., at 281-362-2865 today.

Permitted Types of Facts

A testator may put together a testament that provides for a certain amount of openness. This means that the gift or the recipient may change according to the text of the testament. If the language of the testament leaves a changeable piece of property or recipient open, the actual execution of the will or trust will follow accordingly. The following types of facts of independent significance are possible:

· Gifts that are assigned to a non-specific group of beneficiaries

· Beneficiaries that are assigned non-specific gifts

· Gifts not tied to a distinct title

· Properties within other properties, i.e. property directly tied to other properties

The primary kinds of facts of independent significance cover instances when a certain part of the testament is left vague. For example, if a testator leaves behind a piece of property to their employees, any fires or hires will change who receives that property.

Contact Us

When putting together a will or a trust, there are certain occasions when a testator may want to use specific or vague language tactically. To learn more about establishing a solid estate plan, contact the Houston wills and trusts attorneys of Garg & Associates, P.C., by calling 281-362-2865.

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Garg & Associates, PC | 21 Waterway Avenue, Suite 300 | The Woodlands, Texas 77380 Please call 281-362-2865 | Fax: 866-743-4506
Serving The Woodlands, Spring, Houston, Conroe, Kingwood, Tomball, Cypress, Huntsville, Cleveland, Stafford, Montgomery County, Harris County, West Oaks, Memorial, Sugar
Land, River Oaks, Alief, Stafford, Missouri City, and Southwest Houston Texas.