PeopleJohn Adolph Jay Akers Weston Allen Michael Bailey Tracey Bailey Larry Banda Christian Beltz Rebecca Bergeron Clint BodienShareholder Chair, Finance & Lending Practice Group Clint Bodien Emily Bogart Brian Bolton John Bruzina Lisa Buriak Paige Ingram Castañeda Carly Couch George Craft, Jr. Sean Davis Jeremy Deese Amy Deng Jim Doyle Seth EatonShareholder Chair, Real Estate Finance, Default Resolution & Servicing Practice Group Seth Eaton Madelyn Chortek Eisenberg Jason Enright Toby M. Galloway Brad Geier Amanda Grainger Amy Granoff Grant Grubich David Heit Jared Hendrix Mike Hilliard John Holman Justin Hoover Charles JacamanShareholder Co-Chair, Real Estate Development & Investments Practice Group Charles Jacaman Matt Joeckel David Fowler Johnson Matthias Kleinsasser Jennifer Knapek Phil LambersonShareholder Chair, Restructuring & Insolvency Practice Group Phil Lamberson Erika Larson Ben Leffler Andy Leslie Richard Leucht Leila Lucevic Kelly Martin Ross Martin Dan MartinezManaging Shareholder - San Antonio Chair, Public Finance Practice Group Dan Martinez Jeff Matthews Sheila Melo Kadie Michaelis Brian Morris Sarahan Moser Norene Napper Kathryn Blackney Oakes Jeremy Oliver Ciara Perritano Grant Pryor Nick Pyka Andrew Regan David Reynolds Michelle Rieger Andrew RosellShareholder Co-Chair, Business & Transactions Department; Co-Chair, Investment Management & Private Funds Industry Group Andrew Rosell James RuizShareholder Chair, Litigation & Dispute Resolution Department James Ruiz Joshua Sandler Andrew Scheller Brian Short Melinda Sims Kathryn Siverling Cassandra Dols Smith James Snyder Melissa Ruman Stewart Seth Stukalin Kevin Sullivan Ryan Taylor Jolie Tenholder Nam Tran Will Tran Matt Trent Tom Van Arsdel Jarratt Watkins Kyle Watson J. Richard White Emeline Yang Brooke Yarborough
* Names that appear with an asterisk indicate a Winstead professional not admitted to practice law. IndustriesPracticesBlogsEvents- 05.01.142014 Fort Worth Financial Services Seminar
- 2014 Fort Worth Financial Services Seminar(05.01.14)
- 10.22.142014 Houston Financial Services Seminar
- 2014 Houston Financial Services Seminar(10.22.14)
- 01.15.15Selected Issues in Oil and Gas Finance: A Look Back at 2014 (Dallas)
- Selected Issues in Oil and Gas Finance: A Look Back at 2014 (Dallas)(01.15.15)
- 01.22.15Selected Issues in Oil and Gas Finance: A Look Back at 2014 (Houston)
- Selected Issues in Oil and Gas Finance: A Look Back at 2014 (Houston)(01.22.15)
- 04.23.152015 Financial Services Seminar
- 2015 Financial Services Seminar(04.23.15)
- 06.23.15Webinar - Litigation - Banking Litigation & Case Law Updates
- Webinar - Litigation - Banking Litigation & Case Law Updates (06.23.15)
- 10.07.15Financial Services Seminar - Houston
- Financial Services Seminar - Houston(10.07.15)
- 04.27.16Financial Services Seminar - Fort Worth
- Financial Services Seminar - Fort Worth(04.27.16)
- 05.26.16Webinar - Banking Litigation & Case Law Updates
- Webinar - Banking Litigation & Case Law Updates(05.26.16)
- 06.14.16Webinar - Trustees’ Conflicts of Interest In Texas
- Webinar - Trustees’ Conflicts of Interest In Texas (06.14.16)
- 11.15.16Financial Services Seminar - Houston
- Financial Services Seminar - Houston(11.15.16)
- 04.25.176th Annual Financial Services Seminar
- 6th Annual Financial Services Seminar(04.25.17)
- 06.13.17Webinar: Recent Developments In Trustees’ Use Of Exculpatory, Release, and Disclaimer-Of-Reliance Clauses In Texas
- Webinar: Recent Developments In Trustees’ Use Of Exculpatory, Release, and Disclaimer-Of-Reliance Clauses In Texas(06.13.17)
- 09.26.17Financial Services Webinar: Legislative Update - New Vulnerable Persons and POA Statutes
- Financial Services Webinar: Legislative Update - New Vulnerable Persons and POA Statutes(09.26.17)
- 10.26.17Financial Services Seminar (Houston)
- Financial Services Seminar (Houston)(10.26.17)
- 12.12.17Webinar - Fiduciary Litigation Update 2016-2017
- Webinar - Fiduciary Litigation Update 2016-2017(12.12.17)
- 02.27.18Webinar - Remedies For A Breach of Fiduciary Duty Claim in Texas
- Webinar - Remedies For A Breach of Fiduciary Duty Claim in Texas(02.27.18)
- 04.12.187th Annual Financial Services Seminar
- 7th Annual Financial Services Seminar(04.12.18)
- 05.22.18Webinar Series: Financial Services - Joint Account Litigation In Texas With An Emphasis On Fiduciary Relationships
- Webinar Series: Financial Services - Joint Account Litigation In Texas With An Emphasis On Fiduciary Relationships(05.22.18)
- 09.18.18Financial Services Webinar - Trustees’ Ability To Retain And Pay Attorneys in Texas
- Financial Services Webinar - Trustees’ Ability To Retain And Pay Attorneys in Texas(09.18.18)
- 03.05.19Financial Services Webinar - The Velvet Hammer: Undue Influence Based On Deceit, Fraud, and Relationship Poisoning And A Financial Institution’s Duty To Detect and Report Financial Exploitation
- Financial Services Webinar - The Velvet Hammer: Undue Influence Based On Deceit, Fraud, and Relationship Poisoning And A Financial Institution’s Duty To Detect and Report Financial Exploitation(03.05.19)
- 05.21.198th Annual Financial Services Seminar
- 8th Annual Financial Services Seminar(05.21.19)
- 06.25.19Financial Services Webinar - Trustee Quandary: Criminal Acts By Beneficiaries With Or On Trust Property
- Financial Services Webinar - Trustee Quandary: Criminal Acts By Beneficiaries With Or On Trust Property(06.25.19)
- 09.24.19Financial Services Webinar - Trustee Compensation in Texas
- Financial Services Webinar - Trustee Compensation in Texas(09.24.19)
- 12.17.19Financial Services Webinar - Texas Fiduciary Litigation Update: 2018-2019
- Financial Services Webinar - Texas Fiduciary Litigation Update: 2018-2019(12.17.19)
- 02.18.20Financial Services Webinar - Arbitration, Forum-Selection, and Jury-Waiver Clauses in Trust and Will Disputes
- Financial Services Webinar - Arbitration, Forum-Selection, and Jury-Waiver Clauses in Trust and Will Disputes(02.18.20)
- 04.21.20Administering A Trust In a Recession: Issues Surrounding Trust Loans To Beneficiaries
- Administering A Trust In a Recession: Issues Surrounding Trust Loans To Beneficiaries(04.21.20)
- 09.17.20TBA Bankers Legal and SWABC Joint Virtual Annual Conference
- TBA Bankers Legal and SWABC Joint Virtual Annual Conference(09.17.20)
- 12.15.20Financial Services Webinar - Fiduciary Litigation Update: 2019-2020
- Financial Services Webinar - Fiduciary Litigation Update: 2019-2020(12.15.20)
- 02.23.21Webinar Series: Financial Services – Trustees’ Use of Exculpatory Clauses In Texas: Get Out Of Jail Free Card or Not?
- Webinar Series: Financial Services – Trustees’ Use of Exculpatory Clauses In Texas: Get Out Of Jail Free Card or Not?(02.23.21)
- 04.22.21Loan Structures
- Loan Structures(04.22.21)
- 05.18.21Distributions from Trusts in Texas: Part One of a Two Part Series
- Distributions from Trusts in Texas: Part One of a Two Part Series(05.18.21)
- 10.05.21Webinar - Distributions from Trusts in Texas: Part Two
- Webinar - Distributions from Trusts in Texas: Part Two(10.05.21)
- 12.14.21Financial Services Webinar - Fiduciary Litigation Update: 2020-2021
- Financial Services Webinar - Fiduciary Litigation Update: 2020-2021(12.14.21)
- 05.24.22Financial Services Industry Group Webinar Series: Trust Issues In Divorce Proceedings
- Financial Services Industry Group Webinar Series: Trust Issues In Divorce Proceedings(05.24.22)
- 09.27.22Webinar Series: Financial Services - Advising Trustees Who Manage Closely-Held Business Interests
- Webinar Series: Financial Services - Advising Trustees Who Manage Closely-Held Business Interests(09.27.22)
- 03.14.23Webinar Series: Financial Services: Use of Limitation-of-Liability Clauses in Fiduciary Relationships
- Webinar Series: Financial Services: Use of Limitation-of-Liability Clauses in Fiduciary Relationships(03.14.23)
- 09.26.23Webinar: Issues Regarding the Attorney-Client Privilege for Trustees In Texas
- Webinar: Issues Regarding the Attorney-Client Privilege for Trustees In Texas(09.26.23)
- 12.19.23Financial Services Webinar - Fiduciary Litigation Update 2022-2023
- Financial Services Webinar - Fiduciary Litigation Update 2022-2023(12.19.23)
- 03.26.24Financial Services Webinar - Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas
- Financial Services Webinar - Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas(03.26.24)
- 07.09.24Financial Services Webinar: Releases in Trust Disputes
- Financial Services Webinar: Releases in Trust Disputes(07.09.24)
- 10.22.24Financial Services Webinar: Bad Boys, Bad Boys: Ramifications for Intentional Breaches of Fiduciary Duties By Trustees
- Financial Services Webinar: Bad Boys, Bad Boys: Ramifications for Intentional Breaches of Fiduciary Duties By Trustees(10.22.24)
- 12.17.24Financial Services Webinar - Fiduciary Litigation Update 2023-2024
- Financial Services Webinar - Fiduciary Litigation Update 2023-2024(12.17.24)
PublicationsSpeeches- 06.13.23 A Trustees Duties to Disclose
- A Trustees Duties to Disclose(06.13.23)
- 03.07.23The IRA’s Impact On Renewable Project Delivery Models (Panelist)
- The IRA’s Impact On Renewable Project Delivery Models (Panelist)(03.07.23)
- 06.30.22Advising Trustees Who Manage Closely-Held Business Interests, WealthCounse (Virtual)
- Advising Trustees Who Manage Closely-Held Business Interests, WealthCounse (Virtual)(06.30.22)
- 04.01.22Financial Distress and Business Partners in Bankruptcy, The Foundation for Natural Resources and Energy Law 2022 Petroleum Marketing Attorneys’ Meeting
- Financial Distress and Business Partners in Bankruptcy, The Foundation for Natural Resources and Energy Law 2022 Petroleum Marketing Attorneys’ Meeting(04.01.22)
- 09.30.21From Bitcoin to DeFi: Regulatory, Compliance, and Legislative Developments Affecting the Digital Assets and Cryptocurrency Industry, Financial Services Roundtable (Panelist)
- From Bitcoin to DeFi: Regulatory, Compliance, and Legislative Developments Affecting the Digital Assets and Cryptocurrency Industry, Financial Services Roundtable (Panelist)(09.30.21)
- 09.18.20Tips to Avoid Lender Liability, WABC Annual Convention/TBA Bankers Legal, Virtual
- Tips to Avoid Lender Liability, WABC Annual Convention/TBA Bankers Legal, Virtual(09.18.20)
- 09.17.20Pre-trial Receiverships, WABC Annual Convention/TBA Bankers Legal, Virtual
- Pre-trial Receiverships, WABC Annual Convention/TBA Bankers Legal, Virtual(09.17.20)
- 09.06.19Blockchain and Bricks: Considering the Impact of Blockchain on Real Estate Transactions, Real Estate Council of Greater Fort Worth (Panelist)
- Blockchain and Bricks: Considering the Impact of Blockchain on Real Estate Transactions, Real Estate Council of Greater Fort Worth (Panelist)(09.06.19)
- 10.26.17Issues in Distressed Healthcare (Winstead’s 6th Annual Financial Services Industry Group Seminar)
- Issues in Distressed Healthcare (Winstead’s 6th Annual Financial Services Industry Group Seminar)(10.26.17)
- 11.15.16Essentials of Single Asset Real Estate Bankruptcy Cases (Winstead’s 5th Annual Financial Services Industry Group Seminar)
- Essentials of Single Asset Real Estate Bankruptcy Cases (Winstead’s 5th Annual Financial Services Industry Group Seminar)(11.15.16)
- 04.23.15Key Concerns of Lenders in Syndicated Credit Facilities (presented at 2015 Winstead Fort Worth Financial Services Seminar)
- Key Concerns of Lenders in Syndicated Credit Facilities (presented at 2015 Winstead Fort Worth Financial Services Seminar)(04.23.15)
- 01.01.15Regulatory Trends and Changes, Financial Services Institute OneVoice 2015 Conference, San Antonio, TX
- Regulatory Trends and Changes, Financial Services Institute OneVoice 2015 Conference, San Antonio, TX(01.01.15)
- 05.01.14Financial Services Compliance and Enforcement Trends, Government Enforcement Institute, Dallas, TX
- Financial Services Compliance and Enforcement Trends, Government Enforcement Institute, Dallas, TX(05.01.14)
- 05.01.14Security Interests in Exotic Collateral
- Security Interests in Exotic Collateral(05.01.14)
- 10.08.13Carve-Outs in Guaranties: What carve-outs mean, how they are negotiated, and potential pitfalls
- Carve-Outs in Guaranties: What carve-outs mean, how they are negotiated, and potential pitfalls (10.08.13)
- 04.18.13Key Legal Issues for Lenders in Healthcare Acquisitions
- Key Legal Issues for Lenders in Healthcare Acquisitions(04.18.13)
- 04.26.12Post-Judgment Collections: Overview and Update
- Post-Judgment Collections: Overview and Update(04.26.12)
- 04.01.12Liens, Fort Worth Financial Services Seminar
- Liens, Fort Worth Financial Services Seminar(04.01.12)
- 03.10.06Fringe Benefits, Greenbook Financial Services, Inc., San Diego, CA
- Fringe Benefits, Greenbook Financial Services, Inc., San Diego, CA(03.10.06)
- 11.06.03Financial Services Litigation Update, Texas Mortgage Bankers Association
- Financial Services Litigation Update, Texas Mortgage Bankers Association(11.06.03)
- 01.01.03Transferring Groundwater Rights, Real Estate Seminar, Trust Financial Services Division
- Transferring Groundwater Rights, Real Estate Seminar, Trust Financial Services Division(01.01.03)
Videos / PodcastsRecorded Webinars- 10.22.24Bad Boys, Bad Boys: Ramifications for Intentional Breaches of Fiduciary Duties By Trustees
- Bad Boys, Bad Boys: Ramifications for Intentional Breaches of Fiduciary Duties By Trustees(10.22.24)
- 07.09.24Releases in Trust Disputes
- Releases in Trust Disputes(07.09.24)
- 03.26.24Financial Services Industry Group Webinar Series: Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas
- Financial Services Industry Group Webinar Series: Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas(03.26.24)
- 12.19.23Financial Services Fiduciary Litigation Update 2022-2023
- Financial Services Fiduciary Litigation Update 2022-2023(12.19.23)
- 09.26.23Financial Services Industry Group Webinar Series: Issues Regarding The Attorney-Client Privilege For Trustees In Texas
- Financial Services Industry Group Webinar Series: Issues Regarding The Attorney-Client Privilege For Trustees In Texas(09.26.23)
- 06.13.23Financial Services Industry Group Webinar Series: A Trustees Duties to Disclose
- Financial Services Industry Group Webinar Series: A Trustees Duties to Disclose(06.13.23)
- 05.24.22Financial Services Industry Group Webinar Series: Trust Issues In Divorce Proceedings
- Financial Services Industry Group Webinar Series: Trust Issues In Divorce Proceedings(05.24.22)
- 03.11.22Financial Services Industry Group Webinar Series: Litigating Self-Interested Transactions By Trustees
- Financial Services Industry Group Webinar Series: Litigating Self-Interested Transactions By Trustees(03.11.22)
- 12.14.21Fiduciary Litigation Update 2020-2021
- Fiduciary Litigation Update 2020-2021(12.14.21)
- 10.11.21Financial Services Industry Group Webinar Series - Distributions from Trusts in Texas: Part Two
- Financial Services Industry Group Webinar Series - Distributions from Trusts in Texas: Part Two(10.11.21)
- 05.18.21Financial Services Industry Group Webinar Series - Distributions from Trusts in Texas: Part One of a Two Part Series
- Financial Services Industry Group Webinar Series - Distributions from Trusts in Texas: Part One of a Two Part Series(05.18.21)
- 02.25.21Trustees’ Use of Exculpatory Clauses In Texas: Get Out Of Jail Free Card or Not?
- Trustees’ Use of Exculpatory Clauses In Texas: Get Out Of Jail Free Card or Not?(02.25.21)
- 09.24.20Co-Trustees Managing Trusts In Texas
- Co-Trustees Managing Trusts In Texas(09.24.20)
- 09.24.20A Straightforward Discussion of CCO Liability
- A Straightforward Discussion of CCO Liability(09.24.20)
- 09.24.20Money Laundering Risks in the Investment Management Industry
- Money Laundering Risks in the Investment Management Industry(09.24.20)
- 09.24.20Evaluating Digital Asset Custodians’ Legal Due Diligence and Disclosure Points for Investment Advisers and Family Offices
- Evaluating Digital Asset Custodians’ Legal Due Diligence and Disclosure Points for Investment Advisers and Family Offices(09.24.20)
- 04.21.20Administering A Trust In a Recession: Issues Surrounding Trust Loans To Beneficiaries
- Administering A Trust In a Recession: Issues Surrounding Trust Loans To Beneficiaries(04.21.20)
- 02.18.20Arbitration, Forum-Selection, and Jury-Waiver Clauses in Trust and Will Disputes
- Arbitration, Forum-Selection, and Jury-Waiver Clauses in Trust and Will Disputes(02.18.20)
- 12.17.19Texas Fiduciary Litigation Update: 2018-2019
- Texas Fiduciary Litigation Update: 2018-2019(12.17.19)
- 09.24.19Trustee Compensation in Texas
- Trustee Compensation in Texas(09.24.19)
- 06.25.19Trustee Quandary: Criminal Acts By Beneficiaries With Or On Trust Property
- Trustee Quandary: Criminal Acts By Beneficiaries With Or On Trust Property(06.25.19)
- 03.05.19The Velvet Hammer: Undue Influence Based On Deceit, Fraud, and Relationship Poisoning And A Financial Institution’s Duty To Detect and Report Financial Exploitation
- The Velvet Hammer: Undue Influence Based On Deceit, Fraud, and Relationship Poisoning And A Financial Institution’s Duty To Detect and Report Financial Exploitation(03.05.19)
- 12.18.18Fiduciary Litigation Update: 2017-2018
- Fiduciary Litigation Update: 2017-2018(12.18.18)
- 09.18.18Trustees’ Ability To Retain And Pay Attorneys in Texas
- Trustees’ Ability To Retain And Pay Attorneys in Texas(09.18.18)
- 05.22.18Joint Account Litigation In Texas With An Emphasis On Fiduciary Relationships
- Joint Account Litigation In Texas With An Emphasis On Fiduciary Relationships(05.22.18)
- 02.27.18Remedies For A Breach of Fiduciary Duty Claim in Texas
- Remedies For A Breach of Fiduciary Duty Claim in Texas(02.27.18)
- 12.12.17Recorded Webinar - Fiduciary Litigation Update 2016-2017
- Recorded Webinar - Fiduciary Litigation Update 2016-2017(12.12.17)
- 09.26.17Legislative Update: New Vulnerable Persons and POA Statutes
- Legislative Update: New Vulnerable Persons and POA Statutes(09.26.17)
- 06.13.17Recent Developments In Trustees’ Use Of Exculpatory, Release, and Disclaimer-Of-Reliance Clauses In Texas
- Recent Developments In Trustees’ Use Of Exculpatory, Release, and Disclaimer-Of-Reliance Clauses In Texas(06.13.17)
- 09.13.16Trustee’s Duty and Right to Bring Claims On Behalf Of A Trust
- Trustee’s Duty and Right to Bring Claims On Behalf Of A Trust(09.13.16)
- 06.23.16Investment Insights (June 2016)
- Investment Insights (June 2016)(06.23.16)
- 06.14.16Trustees’ Conflicts of Interest In Texas
- Trustees’ Conflicts of Interest In Texas (06.14.16)
- 02.17.16Trust Administration Focus: Duty to Disclose to Remote Beneficiaries
- Trust Administration Focus: Duty to Disclose to Remote Beneficiaries(02.17.16)
- 12.08.15Hot Topics in Trust Administration
- Hot Topics in Trust Administration (12.08.15)
- 09.16.152015 Legislative Update: Overview of Newly Enacted Texas Statutes Impacting Banking and Mortgage Lending
- 2015 Legislative Update: Overview of Newly Enacted Texas Statutes Impacting Banking and Mortgage Lending(09.16.15)
- 06.23.15Banking Litigation & Case Law Updates
- Banking Litigation & Case Law Updates(06.23.15)
- 01.13.15Practical Tips on Risk Management
- Practical Tips on Risk Management(01.13.15)
- 10.14.14Strategies for Addressing Account Litigation in Texas
- Strategies for Addressing Account Litigation in Texas(10.14.14)
- 09.04.14Pre-Judgment and Post-Judgment Remedies:Strategies for Securing and Collecting Judgments
- Pre-Judgment and Post-Judgment Remedies:Strategies for Securing and Collecting Judgments(09.04.14)
- 05.01.12Fiduciary Litigation Update Webinar
- Fiduciary Litigation Update Webinar(05.01.12)
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