In this webinar, David F. Johnson covered the many issues that arise from co-trustees managing trusts, including duty to participate in management, delegation, conflicts, compensation, retaining counsel, and other issues.
Presentation: Pre-Trial Receiverships
David F. Johnson presented his paper entitled “Pre-Trial Receiverships,” to the State Bar of Texas’s Advanced Business Disputes Course on September 11, 
2020.
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Receiverships in Trust and Estate Litigation in Texas
- Introduction
A plaintiff in a trust or estate dispute often needs to seek a remedy before trial to protect it from immediate injury, to protect the assets made the basis of the suit, or to discover the real condition of the parties’ relationship or business. There are different types of relief that a plaintiff can seek.
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Presentation: Preparing the Charge, the Charge Conference, and Protecting the Record
David F. Johnson presented his paper entitled “Preparing the Charge, The Charge Conference, and Protecting the Charge,” to the State Bar of Texas’s Advanced Civil Appellate Course on September 9, 2020.
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Presentation: Remedies for Breach of Fiduciary Duty Claims
David F. Johnson presented his paper on “Remedies for Breach of Fiduciary Duty Claims” to the Tarrant County Probate Bar Association’s Litigation Seminar on August 7, 2020.
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Administering A Trust In A Recession: Securing Loans For Beneficiaries
Beneficiaries often request that a trustee secure a loan from a third party. In an economic downturn, such requests are even more prevalent. As a general rule, a trustee should not want to do so as it should assume that the beneficiary will default and the trustee will then be placed in a situation of
David Fowler Johnson Again Receives JD Supra’s Readers’ Choice Award for Texas Fiduciary Litigator Blog
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, was selected to receive the JD Supra Readers’ Choice Award in Wealth Management. The annual award recognizes top authors and firms who were read by C-suite executives, in-house counsel, media, and other professionals across the JD Supra platform during 2019.
JD Supra’s
Presentation: Joint Account Litigation in Texas
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented his paper on “Joint Account Litigation in Texas” to the Texas Bankers Association via a webinar on April 29, 2020. This presentation addresses the creation, ownership, and disputes that arise from joint accounts. It also addresses who owns money in an
Recorded Webinar—Administering a Trust In a Recession: Issues Surrounding Trust Loans to Beneficiaries
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses the topic of beneficiaries requesting loans from trustees. There are multiple issues that arise regarding the trustee’s authority to do so under the trust’s language and statutory and common law, and the loan’s impact on
Webinar: Administering a Trust In a Recession–Issues Surrounding Trust Loans to Beneficiaries (April 21)
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, will address beneficiaries requesting loans from trustees. There are multiple issues that arise regarding the trustee’s authority to do so under the trust’s language and statutory and common law, and the loan’s impact on duties