This presentation will address the main legal issues that arise when trusts terminate or there is a successor trustee, such as trustee resignation, trustee removal, who can be a successor trustee, co-trustee resignation issues, successor trustee duty to police, prior trustee duty to report, trust termination, impact of termination, a trustee’s wind-up power, claims against beneficiaries, trustee’s duties after termination, release agreements, refunding agreements, and judicial relief.

Date: Tuesday, March 26, 2024

Time: 10:00 - 11:00 a.m. Central Time
Cost: Complimentary
Speaker: David F. Johnson

Continuing Education Credit Information:
This course is pending approval by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour. This course is also pending approval for 1 CTFA credit by the American Bankers Association; attendees can self-report.

Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors