David F. Johnson presented his paper “Trustee Quandary: Criminal Activity By a Beneficiary  With or On Trust Property,” to the Tarrant County Probate Bar Association on March 5, 2020.  The presentation dealt with a trustee managing trust assets that are being used by a beneficiary in the course of criminal activity and addressed a trustee’s duties to the trust and beneficiaries, such as the duty of loyalty (and its limits), confidentiality, and to properly manage and safeguard assets.  It also covered a trustee’s civic duty to report crime and to preserve evidence and the potential criminal risk involved in failing to do so.  See below for the paper and presentation.

Read the Full Article Here

View the PowerPoint Presentation Here