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June 22, 2022
In In re Poe Trust, there were three co-trustees of a trust, and the trust required them to act jointly. No. 20-0179, 2022 Tex. LEXIS 548 (Tex. June 17, 2022).
June 21, 2022
In re Poe Trust, three trust co-trustees were required to act jointly. One trustee, Dick, effectively acted as a sole trustee during his life. After Dick died, his executors could not agree and one filed trust modification requests. His jury trial demand was denied.
May 20, 2022
Trust issues that arise in divorce disputes, such as spouses creating an irrevocable trust, fraud claims to void a trust, conflict of interest issues raised by the same attorney drafting both spouse’s estate/trust documents.
April 21, 2022
This presentation covers trust issues that arise in divorce disputes, such as spouses creating an irrevocable trust, fraud claims to void a trust, conflict of interest issues raised by...
February 17, 2022
This presentation will address the various issues that arise when a trustee enters into a self-interested transaction with the trust. Among other issues, it will address the duty of...
December 16, 2021
David F. Johnson presented his paper "Litigating Self-Interested Transactions Involving Fiduciaries" to the State Bar of Texas's Fiduciary Litigation Course on December 2-3, 2021
November 26, 2021
David F. Johnson presented his paper "Practical Issues Concerning Power of Attorney Transactions" to the Annual Legal Conference 2021 hosted by the Texas Bankers Association and the Southwest ...
November 23, 2021
David F. Johnson presented “Trust Issues In Divorce Proceedings” on November 17, 2021. This presentation covered trust issues that arise in divorce disputes, such as spouses creating an...
November 22, 2021
David F. Johnson presented “Trustee’s Obligation to Inform Beneficiaries: Avoiding Breach of Fiduciary Duty Claims” to a national audience on November 16, 2021, via Strafford publishing...
October 12, 2021
David F. Johnson presented his paper “Practical Issues Concerning Power of Attorney Transactions” to the Annual Legal Conference 2021 hosted by the Texas Bankers Association and the...