In In re Eisenbise, the parties, a mother and son, argued about a trial court’s order requiring an executrix to produce certain documents pursuant to her duty to provide initial disclosures in a dispute concerning the...more
In In re Alexander, a beneficiary filed suit against the trustee based on multiple allegations of breach of fiduciary duty, including an allegation that the trustee attempted to transfer the trustee position to successors in...more
10/25/2019
/ Attorney-Client Privilege ,
Beneficiaries ,
Breach of Duty ,
Confidential Communications ,
Discovery ,
Document Productions ,
Duty to Disclose ,
Fiduciary Duty ,
Joint Clients ,
Trial Court Orders ,
Trusts ,
Work-Product Doctrine ,
Writ of Mandamus
In In re Topletz, the trial court ordered a party jailed for civil contempt for failing to comply with an order to produce documents from a family-run trust during post-judgment discovery in a suit against him individually...more
10/17/2019
/ Beneficiaries ,
Books & Records ,
Civil Contempt Orders ,
Document Productions ,
Duty of Confidentiality ,
Duty of Loyalty ,
Estate Planning ,
Family Businesses ,
Post Judgment Discovery ,
Protective Orders ,
Trusts
Plaintiffs often seek discovery on a financial institution’s policies and procedures with an eye towards using that evidence against the institution. If a financial institution’s representative or representatives did not live...more
5/25/2016
/ Admissibility ,
Breach of Duty ,
Confidential Information ,
Discovery ,
Document Productions ,
Duty of Care ,
Fiduciary Duty ,
Financial Institutions ,
Policies and Procedures ,
Standard of Care ,
TX Supreme Court