Thank you to everyone who joined us on May 22 for the webinar “Joint Account Litigation in Texas With an Emphasis on Fiduciary Relationships.” 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.
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses the creation of joint accounts, the ownership of funds in these accounts, Texas Estate’s Code provisions and Texas common law regarding the requirements for effective survivorship language, differences between joint accounts between spouses and accounts between non-spouses, missing account documents, rights of offset, and other related matters. This presentation also focuses on fiduciary issues that arise from joint accounts.