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.

Speaker: David F. Johnson

Continuing Education Credit Information:
This course has been approved by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour. This course has also been approved for 1 CTFA credit by the American Bankers Association, attendees can self report.

Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors

Webinar instructions will be e-mailed prior to the webinar