David F. Johnson presented his paper “Trustee Quandary: Criminal Activity By a Beneficiary With or On Trust Property,” to the Tarrant County Probate Bar Association on March 5, 2020. The presentation dealt with a trustee managing trust assets that are being used by a beneficiary in the course of criminal activity and addressed a trustee’s duties to the trust and beneficiaries, such as the duty of loyalty (and its limits), confidentiality, and to properly manage and safeguard assets. It also covered a trustee’s civic duty to report crime and to preserve evidence and the potential criminal risk involved in failing to do so.
Please see full publication below for more information.
