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Recorded Webinars
Trustee Quandary: Criminal Acts By Beneficiaries With Or On Trust Property
(06.25.19)
Is it Time to Renegotiate Your Vendor Agreements?
(06.20.19)
The Velvet Hammer: Undue Influence Based On Deceit, Fraud, and Relationship Poisoning And A Financial Institution’s Duty To Detect and Report Financial Exploitation
(03.05.19)
Fiduciary Litigation Update: 2017-2018
(12.18.18)
Trustees’ Ability To Retain And Pay Attorneys in Texas
(09.18.18)
HIPAA Compliance Tranining
(05.22.18)
Joint Account Litigation In Texas With An Emphasis On Fiduciary Relationships
(05.22.18)
Cybersecurity Responsibilities for Investment Advisers
(05.17.18)
Remedies For A Breach of Fiduciary Duty Claim in Texas
(02.27.18)
Recorded Webinar - Fiduciary Litigation Update 2016-2017
(12.12.17)
Legislative Update: New Vulnerable Persons and POA Statutes
(09.26.17)
Recent Developments In Trustees’ Use Of Exculpatory, Release, and Disclaimer-Of-Reliance Clauses In Texas
(06.13.17)
Employee Stock Purchase Plans: The Introductory Course
(11.09.16)
Compensation & Benefits: Section 409A: The Basics Course
(09.14.16)
Trustee’s Duty and Right to Bring Claims On Behalf Of A Trust
(09.13.16)
Compensation & Benefits: Negotiating Executive Contracts
(07.13.16)
Investment Insights (June 2016)
(06.23.16)
Trustees’ Conflicts of Interest In Texas
(06.14.16)
Trust Administration Focus: Duty to Disclose to Remote Beneficiaries
(02.17.16)
Hot Topics in Trust Administration
(12.08.15)