Trust Administration Focus: Duty to Disclose to Remote Beneficiaries

02.17.16

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses the duty to disclose to remote beneficiaries, sharing information from the Texas Trust Code, common law, treatises, and recent cases to provide best practices for trust administrators when they are faced with disclosure issues.

Target Audience:  In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisorsat banks and financial institutions

Speaker: David F. Johnson

Click here to play webinar

 

Media Contact

Stephen Hastings
Director of Communications & Media Relations  
713.650.2485 Direct
832.343.4228 Mobile
shastings@winstead.com

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.

Operators

AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.

back to top