Texas Fiduciary Litigator

Texas Fiduciary Litigator

The Intersection of Texas Courts and the Fiduciary field

Category Archives: Webinars

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Webinar: Legislative Update – New Vulnerable Persons and POA Statutes (Sept. 26 at 10:00 am CST)

Join us for a complimentary webinar presentation covering recent changes to the Texas Estates Code’s Texas Durable Power of Attorney Act and recent legislation protecting vulnerable persons and how those impact financial institutions, broker/dealers, and investment advisors. Date: Tuesday, September 26, 2017 Time: 10:00 – 10:30 a.m. Central Time Cost: Complimentary Speaker: David F. Johnson Continuing Education… Continue Reading

Recorded Webinar – A Trustee’s Use Of LLCs and Other Entity Forms To Hold Assets And Mitigate Risk

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses a trustee’s decision to use entities to hold trust assets to mitigate risk.  David covers benefits and other considerations that a trustee should contemplate before creating such an entity and transferring assets into it. The presentation also highlights the different types of entities… Continue Reading

Webinar – A Trustee’s Use of LLCs and Other Entity Forms to Hold Assets and Mitigate Risk (March 21 at 10 am CST)

Join us for a complimentary webinar covering a trustee’s decision to use entities to hold trust assets to mitigate risk. The presentation will discuss the benefits and other considerations that a trustee should contemplate before creating such an entity and transferring assets into it. The presentation will also discuss the different types of entities that… Continue Reading

Recorded Webinar – A Trustee’s Duty to Diversify In Texas

Thank you to everyone who joined us on December 6 for the webinar “A Trustee’s Duty to Diversity in Texas.” The recorded webinar link is now available.  If you are interested in joining our next complimentary webinar, please send your request to dfjohnson@winstead.com. CLICK HERE FOR WEBINAR David F. Johnson, lead writer for the Texas Fiduciary Litigator… Continue Reading

Webinar – A Trustee’s Duty to Diversify In Texas (Dec. 6 at 10 am CST)

Join us for a presentation covering the duty to diversify in Texas, the statutory and common law that discuss the duty, limitations that can be placed on the duty, and methods to limit a trustee’s risk for not diversifying trust assets. Date: Tuesday, December 6, 2016 Time: 10:00 – 10:30 a.m. (CST) Cost: Complimentary Speaker:… Continue Reading

Recorded Webinar:  Trustee’s Duty and Right to Bring Claims On Behalf Of A Trust

Thank you to everyone who joined us for the “Trustee’s Duty and Right to Bring Claims On Behalf Of A Trust” webinar on September 13.  The recorded webinar link is now available.  If you are interested in joining our next complimentary webinar, please send your request to dfjohnson@winstead.com. CLICK HERE FOR WEBINAR David F. Johnson,… Continue Reading

Webinar – Trustee’s Duty and Right to Bring Claims on Behalf of a Trust (Sept. 13 at 10:00 am CST)

Join us for a presentation covering the statutory and common-law requirements for a trustee to bring claims on behalf of a trust, the trustee’s right to control those claims, and potential ramifications regarding those rights and duties. Date: Tuesday, September 13, 2016 Time: 10:00 – 10:30 a.m. Central Time Cost: Complimentary Speaker: David F. Johnson… Continue Reading

Webinar: Trustees’ Conflicts of Interest In Texas (June 14 at 10:00 am CST)

Join us for a presentation covering the basic issues involved in the duty of loyalty; identifying and addressing conflicts of interest; and the ramifications for not properly handling conflicts of interest. Date: Tuesday, June 14, 2016 Time: 10:00 – 10:30 a.m. Central Time Cost: Complimentary Speaker: David F. Johnson Continuing Education Credit Information: This course has… Continue Reading

Recorded Webinar: Duty to Disclose to Remote Beneficiaries

Thank you to everyone who joined us for the “Duty to Disclose to Remote Beneficiaries” webinar on February 17.  The recorded webinar link is now available.  If you are interested in joining our next complimentary webinar, please send your request to dfjohnson@winstead.com. CLICK HERE TO PLAY WEBINAR David F. Johnson, lead writer for the Texas… Continue Reading

Webinar – Trust Administration Focus: Duty to Disclose to Remote Beneficiaries

Join us for a webinar focused on issues that impact trust administration in Texas.  David Johnson, lead writer for Texas Fiduciary Litigator, will address the duty to disclose to remote beneficiaries, sharing information from the Texas Trust Code, common law, treatises, and recent cases to provide best practices for trust administrators when they are faced with… Continue Reading

Recorded Webinar: Hot Topics in Trust Administration

Thank you to everyone who joined us for the “Hot Topics in Trust Administration” webinar on December 8, 2015.  As mentioned, the recorded webinar is now available.  If you are interested in joining our next complimentary webinar, please send your request to dfjohnson@winstead.com.   CLICK HERE TO PLAY THE WEBINAR Hot Topics in Trust Administration: … Continue Reading

Webinar: Hot Topics in Trust Administration (December 8 at 10:00 am CST)

Join us for a discussion of hot topic issues in Texas that impact trust administration.  David Johnson, lead writer for Texas Fiduciary Litigator, will address a trustee’s conflict of interest, the duty to disclose to remote beneficiaries, the duty to bring claims on behalf of a trust, and the duty to limit trust liability arising… Continue Reading
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