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Chapter 8

Form 8-40

[Caption. See § 3 of the Introduction in this manual.]

Order Authorizing [Annual] Tax-Motivated Gifts

On [date] the Court heard [name of applicant]’s Application for Authority to Make [Annual] Tax-Motivated Gifts. The Court finds that all notices have been given as required by section 1162.003 of the Texas Estates Code, that the proposed tax-motivated gifts are in the best interests of [name of ward] and [his/her] estate, and that this request should be granted.

IT IS THEREFORE ORDERED that [name of applicant], guardian of the estate of [name of ward], an incapacitated person, is authorized to make the specific tax-motivated gifts of [name of ward]’s property as described in the application.

SIGNED on ________________________________.

   
JUDGE PRESIDING

APPROVED AS TO FORM:

   
[Name]
Attorney for Applicant
State Bar No.:
[Email address]
[Address]
[Telephone]
[Telecopier]