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Jenna L. Burns. Don Hal Haney is J.O.’s brother. Cynthia L.
Haney (Cynthia) is the Haneys’ daughter-in-law.
Before 1980, the Haneys operated an asphalt repair and
maintenance company (the asphalt business) as a sole
proprietorship under the name Asphalt Maintenance Co. of Texas
(AMC). In February 1980, the Haneys incorporated their asphalt
business under the name J&J Commercial Services, Inc. (J&J). The
business was incorporated on the advice of Earl Post, an
attorney, for the purpose of limiting liability. Neither Post
nor any other attorney or competent professional participated in
the formation of the trusts involved in these cases.
In corporate form, J&J continued to do business as Asphalt
Maintenance Co. of Texas. J&J was owned by the Haneys, with J.O.
holding a 49-percent interest and Patricia owning a 51-percent
interest. Patricia served as the president of J&J, and J.O.
served as the vice president.
The Trusts
In 1993, the Haneys paid Royce McCarley (McCarley) the sum
of $11,000 to prepare a trust instrument for AMC Trust. The
Haneys, however, became disenchanted with McCarley and did not
implement the trust document. The trust document prepared by
McCarley was destroyed.
In 1996, the Haneys met with Karl Dahlstrom (Dahlstrom).
Dahlstrom prepared for the Haneys a “Contract and Declaration of
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