Texas · Through 89th 2nd Called Legislative Session, 2025

Tex. Estates Code § 751.122: DUTY TO PRESERVE PRINCIPAL'S ESTATE PLAN.

Where this section sits in the code

ESTATES CODE
TITLE 2. ESTATES OF DECEDENTS; DURABLE POWERS OF ATTORNEY
SUBTITLE P. DURABLE POWERS OF ATTORNEY
CHAPTER 751. GENERAL PROVISIONS REGARDING DURABLE POWERS OF ATTORNEY
SUBCHAPTER C-1. OTHER DUTIES OF AGENT

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.

Added by Acts 2017, 85th Leg., R.S., Ch. 834 (H.B. 1974), Sec. 5, eff. September 1, 2017.

Collected 2026-08-27T01:47:08Z. Source file · JSON

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