This presentation will cover Texas cases dealing with fiduciary issues over the survey period. Some of the issues involve the removal of a trustee, the resignation of a trustee, the production of confidential trust information, the attorney/client communication privilege, right to jury trial in trust modification proceedings, the standing of contingent remainder beneficiaries to sue over trust administration issues, trust protector liability, will construction issues, and the statute of limitations.

Speaker: David F. Johnson

Continuing Education Credit Information:
This course has been approved for 1 MCLE and 0.25 Ethics credit hours by the State Bar of Texas Committee on MCLE.

This course has also been approved for CTFA Credit, attendees will be able to self-report once the webinar has concluded.

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

REGISTER FOR WEBINAR

Webinar instructions will be e-mailed prior to the webinar

David F. Johnson maintains an active trial and appellate practice and has consistently worked on fiduciary financial institution litigation matters throughout his career. David has experience in estate and trust disputes including will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty and related claims, and accountings. David is the primary author of the Texas Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary field in Texas.