David F. Johnson recently published another article in the Texas Tech Estate Planning and Community Property Law Journal. This article is titled: “Issues Involving the Attorney-Client Privilege and Trustees in Texas,” and addresses a trustee retaining an attorney, the scope of the attorney client privilege, the impact of including a
David F. Johnson presented his paper titled “Trustee’s Ability To Retain And Compensate Attorneys In Texas” to the Texas State Bar’s 48th Annual Advanced Estate Planning and Probate Course on June 13, 2024, in Houston, Texas. This presentation addressed the authority for a trustee to retain counsel, the duty to
David F. Johnson, lead writer for The Texas Fiduciary Litigator blog, examines the attorney-client privilege between a trustee and its attorney in detail. We will explore the extent of the privilege, the fiduciary exception that permits beneficiaries to access communications, and whether Texas acknowledges this exception. Additionally, we