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 firstname.lastname@example.org.
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses 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 disclosure issues.
Target Audience: In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors at banks and financial institutions