This presentation will address trustees and beneficiaries entering into release agreements. It will address fiduciary duties, commentators' views on release agreements, authority in Texas for allowing releases between trustees and beneficiaries, the full knowledge requirement for enforceable releases, self-dealing transactions and impact of the presumption of unfairness, appropriate parties to release agreements, drafting tips and suggestions, authority for judicial releases, what a judicial release covers, necessary parties for a judicial release, parties who are bound by such a release, and other related issues.

Tuesday, July 9, 2024
10:00 - 11:00 a.m. (CST)
Cost: Complimentary
Speaker: David F. Johnson

Continuing Education Credit Information:
This course is approved by the State Bar of Texas Committee on CLE for 1 credit hour and by the American Bankers Association for 1 CTFA credit; attendees can self-report. 

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