Financial Services Industry Group Webinar Series: A Trustees Duties to Disclose


David F. Johnson will address the complex issues surrounding a trustee’s duty to disclose and will compare Texas law and the Uniform Trust Code on this topic. He will address disclosure requirements under trust documents and their ability to limit or expand common-law disclosure requirements, silent trusts, statutory duties to disclose, statutory duties to prepare an accounting and recent proposed legislation concerning same, the common-law duty to disclose in Texas, methods to avoid claims based on non-disclosure, and ramifications for violating the duty to disclose.

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