March 26: Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas

This presentation will address the main legal issues that arise when trusts terminate or there is a successor trustee, such as trustee resignation, trustee removal, who can be a successor trustee, co-trustee resignation issues, successor trustee duty to police, prior trustee duty to report, trust termination, impact of termination, a trustee’s wind-up power, claims against beneficiaries, trustee’s duties after termination, release agreements, refunding agreements, and judicial relief.
Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors
Title:
Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas
Date and Time:
Tuesday, March 26, 2024
10:00 - 11:00 a.m. Central Time
Register Now for this Free Continuing Education Webinar
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 The Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary field.

By:

Winstead.
Continuing Education Credit Information:
This course is pending approval by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour. This course is also pending approval for 1 CTFA credit by the American Bankers Association; attendees can self-report.

More Information And Registration

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Thank you and a tip of the hat to Abdul Farukhi and his Free CLE for Texas Lawyers substack, where I got this. Texas lawyers should go there now and subscribe!