This presentation will address the statutory requirements and limits for modifying and reforming trusts in Texas. It will also address recent caselaw that addresses the type of evidence allowed in a hearing on a modification and also limitations on court’s authority to award modification relief. The presentation will also address procedural aspects, such as jurisdiction, standing, parties, and jury trial rights.

Date: Thursday, March 6, 2025

Time: 10:00 - 11:00 a.m. Central Time
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