This presentation will address the various issues that arise when a trustee enters into a self-interested transaction with the trust. Among other issues, it will address the duty of loyalty, the presumption of unfairness, trustee compensation, non-compensation benefits, exculpatory clauses, consent/release agreements, and procedural issues in litigating self-interested transactions.

Continuing Education Credit Information:
This course is approved by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour. This course is pending approval for CTFA credit by the American Bankers Association.

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

Speaker: David F. Johnson

About the Speaker

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.

Webinar instructions will be e-mailed prior to the webinar