Texas Fiduciary Litigator

Texas Fiduciary Litigator

The Intersection of Texas Courts and the Fiduciary field

Winstead

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Presentation: Temporary Injunctive Relief in Texas

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented his paper on “Temporary Injunctive Relief in Texas” to the State Bar of Texas’s Advanced Civil Trial Course in San Antonio, Texas, on July 18. His presentation covered advanced issues in seeking temporary injunctive relief or defending against a request for that relief. David will… Continue Reading

Recorded Webinar – Trustee Quandary: Criminal Acts By Beneficiaries With Or On Trust Property

  David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses rising drug abuse issues and the possibility that a beneficiary of a trust may commit criminal activities on or with trust property.  This webinar provides suggestions for trustees in this situation and address several important concerns, including the duty of loyalty the trustee owes the beneficiary and its limits,… Continue Reading

David F. Johnson Named Top Author in JDSupra Readers’ Choice Awards

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, has been recognized as a top author by JDSupra in the 2019 Readers’ Choice Awards. JD Supra’s Readers’ Choice Awards encompasses 26 different categories. From a pool of more than 800 authors, David’s insightful commentary was ranked fourth in the wealth management readership category.… Continue Reading

Recorded Webinar – The Velvet Hammer: Undue Influence Based On Deceit, Fraud, and Relationship Poisoning And A Financial Institution’s Duty To Detect and Report Financial Exploitation

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses the great transfer of wealth from the baby boomer generation, elder abuse and financial exploitation. Undue influence often arises out of seemingly kind individuals who ingratiate themselves to an elderly person, inserting themselves between the person and relatives, and obtaining the person’s bounty due to… Continue Reading

Webinar – The Velvet Hammer: Undue Influence Based on Deceit, Fraud, and Relationship Poisoning and a Financial Institution’s Duty To Detect and Report Financial Exploitation (March 15, 10:00 am CST)

With the great transfer of wealth from the baby boomer generation, elder abuse and financial exploitation is a very timely and important topic. Undue influence often arises out of seemingly kind individuals who ingratiate themselves to an elderly person, inserting themselves between the person and relatives, and obtaining the person’s bounty due to deceit. This… Continue Reading

Presentation: Saving Your Damages Award Via Temporary Injunctive Relief

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented his paper on “Saving Your Damages Award Via Temporary Injunctive Relief” to the State Bar of Texas’s Damages in Civil Litigation Course in Dallas, Texas, on February 8, 2019.  In addition to a general discussion of issues concerning obtaining temporary injunctive relief, the presentation included… Continue Reading

Recorded Webinar – Fiduciary Litigation Update: 2017-2018

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses interesting fiduciary issues that Texas courts have discussed during the survey period of mid-2017 through mid-2018. Some of the issues covered are the tort of intentional interference with inheritance rights, the enforcement of arbitration and forum-selection clauses in trusts and wills, the enforcement of exculpatory… Continue Reading

Presentation: Tips for Managing the In-House and Outside Counsel Relationship

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented “Tips for Managing the In-House and Outside Counsel Relationship” to the Southwest Association of Bank Counsel’s webinar series on December 13, 2018.  David discussed how to select counsel; items to include in engagement letters; communication suggestions at the outset of a matter, during a matter,… Continue Reading

Recorded Webinar—Trustees’ Ability to Retain and Pay Attorneys in Texas

Thank you to everyone who joined us on September 18 for the webinar “Trustees’ Ability to Retain and Pay Attorneys in Texas.”  The recorded webinar link is available now.  If you are interested in joining our next complimentary webinar or presentation, please send your request to dfjohnson@winstead.com . David F. Johnson, lead writer for the Texas… Continue Reading

Presentation-Temporary Injunctive Relief in Texas

David F. Johnson presented his paper “Temporary Injunctive Relief in Texas” to the State Bar of Texas’s Advanced Civil Appellate Course in Austin, Texas, on September 6, 2018. David has handled many appeals from temporary injunctions.  He provided technical guidance on the complicated issues arising from these types of interlocutory appeals and also provided practical… Continue Reading

Webinar—Trustees’ Ability to Retain and Pay Attorneys in Texas (Sept. 18 at 10:00 am CST)

David F. Johnson’s presentation will focus on: 1) tips and suggestions for retaining and communicating with counsel and 2) a trustee’s ability and right to pay attorneys both during and after litigation. Date: Tuesday, September 18, 2018 Time: 10:00 – 10:45 a.m. CST Cost: Complimentary Speaker: David F. Johnson Continuing Education Credit Information: This course… Continue Reading

Presentation: Fiduciary Litigation Update, Texas Bankers Association’s Legal Conference

David F. Johnson presented his paper on “Litigation Update, Including Fiduciary Issues” to the Texas Bankers Association’s Legal Conference in Austin, Texas, on April 5, 2018.  This presentation covered recent Texas precedent on arbitration clauses, forum-selection clauses, lost documents, aiding and abetting breach of fiduciary duty, damages for a trustee’s breach of fiduciary duty, and… Continue Reading

Recorded Webinar – Remedies For A Breach of Fiduciary Duty Claim in Texas

Thank you to everyone who joined us on February 27 for the webinar “Remedies for a Breach of Fiduciary Duty Claim 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. David F. Johnson, lead writer for the Texas Fiduciary… Continue Reading

Webinar – Remedies For a Breach of Fiduciary Duty Claim in Texas (Feb. 27 at 10:00 am CST)

  David F. Johnson will discuss the potential remedies that plaintiffs can obtain for breach of fiduciary duty claims with an emphasis on trust disputes, and will cover: 1) pretrial remedies of temporary injunctive relief, receiverships, and audits; 2) legal remedies of damages, attorney’s fees, pre-judgment interest; 3) equitable remedies of fee forfeiture, profit and… Continue Reading

Recorded Webinar – Fiduciary Litigation Update 2016-2017

Thank you to everyone who joined us on December 12 for the webinar “Fiduciary Litigation Update.” 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 Texas cases that impact… Continue Reading

Presentation: Dealing With Policies and Protocols of Banking Institutions In Texas (State Bar of Texas, Fiduciary Litigation Course)

On December 1, 2017, David F. Johnson presented his paper “Dealing with Policies and Protocols of Banking Institutions in Texas” to the State Bar of Texas’s 19th Annual Fiduciary Litigation Course in San Antonio, Texas. This presentation covered unique statutes that impact bank litigation, new statutes on vulnerable persons and durable powers of attorney, arbitration… Continue Reading

Webinar – Fiduciary Litigation Update 2016-2017 (Dec. 12 at 10:00 am CST)

David F. Johnson will present a forty-five minute webinar on Texas cases that impact fiduciaries. Some of the topics will include: mental anguish and punitive damages for breach of fiduciary duty, lost trust documents, venue for trust disputes, claims against trust property, release of trustees, public policy for voiding wills/trusts, tortious interference with inheritance, conspiracy/aiding… Continue Reading

Legislative Update Impacting Fiduciaries (Texas Bankers Association)

On October 26, 2017, David F. Johnson presented “Legislative Update Impacting Fiduciaries,” to the Texas Bankers Association’s Advanced Trust & Portfolio Management Forum in San Antonio, Texas.  This presentation discussed new statutory changes to the Texas Durable Power of Attorney Act that create duties to accept power of attorney transactions and that broaden agents’ authority… Continue Reading

Presentation: Temporary Injunctive Relief in Texas (Tarrant County Bar Association)

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented his detailed paper entitled “Temporary Injunctive Relief in Texas” to the Tarrant County Bar Association’s Business Litigation Section on October 17, 2017. This presentation included a discussion of the purpose of temporary injunctive relief; equitable elements for same; preliminary issues such as jurisdiction,… Continue Reading

Recorded Webinar – Legislative Update: New Vulnerable Persons and POA Statutes

Thank you to everyone who joined us on September 26 for the webinar “Legislative Update: New Vulnerable Persons and POA Statutes.”  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,… Continue Reading

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

Summary Judgments In Texas – Presentation in Dallas Aug. 16-18 and Houston Oct. 25-27

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented his paper and presentation on “Summary Judgments In Texas” to the State Bar of Texas’s Advanced Civil Trial Course on July 19-21, 2017 in San Antonio, Texas.   See links below for a copy of the paper and presentation. David will also present this… Continue Reading
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