A Trustees Duties to Disclose - Presentation

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David F. Johnson will address the complex issues surrounding a trustee’s duty to disclose and will compare Texas law and the Uniform Trust Code on this topic. He will address disclosure requirements under trust documents and their ability to limit or expand common-law disclosure requirements, silent trusts, statutory duties to disclose, statutory duties to prepare an accounting and recent proposed legislation concerning same, the common-law duty to disclose in Texas, methods to avoid claims based on non-disclosure, and ramifications for violating the duty to disclose.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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