Winstead Shareholder David F. Johnson participated in a panel presentation entitled “When One Is Not Enough: Dividing Fiduciary Powers and Dispositions” for the State Bar of Texas’s 29th Advanced Estate Planning Strategies on April 20, 2023, in Lake Tahoe, California, with Phillip Lindquist, Tanya E. Feinleib, and Michaelle Rafferty. The presentation discussed co-trustee management, fiduciary duties and challenges in co-trustee management, directed trusts, trust advisors/protectors, delegation of trustee duties, tax issues, and many more issues. The PowerPoint presentation from the course is attached.

Click here for PowerPoint:  29th Advanced Estate Planning Strategies