David F. Johnson presented his paper on “Administering A Trust In A Recession: Trust Loans To Beneficiaries” to the Houston Bar Association’s Probate and Estate Section on October 27, 2020 via a webinar format. This presentation addressed, among other things, a trustee’s authority to loan trust assets to beneficiaries, co-trustee
Trust Administration
Webinar – Trust Administration Focus: Duty to Disclose to Remote Beneficiaries
Join us for a webinar focused on issues that impact trust administration in Texas. David Johnson, lead writer for Texas Fiduciary Litigator, will address the duty to disclose to remote beneficiaries, sharing information from the Texas Trust Code, common law, treatises, and recent cases to provide best practices for…