This presentation will discuss the various issues that arise when a trustee enters into a self-dealing transaction with the trust. Among other issues, it will address the duty of loyalty, presumption of unfairness, fiduciary compensation, uncompensated benefits, release clauses, consent/release agreements and procedural issues in self-dealing disputes. .

Information on continuing education credits:
This course is approved by the State Bar of Texas Committee on MCLE for the amount of 1 credit hour. This course is pending approval for CTFA credit by the American Bankers Association.

Who should attend:
In-house legal counsel and other litigation contacts, fiduciary agents, risk management contacts and wealth management advisors

Speaker: David F Johnson

About the speaker

David F Johnson maintains an active trial and appeals practice and has worked consistently on fiduciary financial institution litigation throughout his career. David has experience in estate and trust litigation, including will contests, mental capacity issues, undue influence, modification/clarification of trust, breach of fiduciary duty and related claims, and accounting. David is the main author of the Texas Trustee Attorney blog, which reports on legal cases and issues impacting the fiduciary field in Texas.

Webinar instructions will be emailed prior to the webinar