April TCPBA Luncheon

April 11, 2024

Petroleum Club

11:45 - 1:00

Speaker:  David F. Johnson, WINSTEAD PC, Fort Worth 

Topic:  Parting is Such Sweet Sorrow: Issues Arising from Trust Termination and Trustee Succession in Texas

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.”

“This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.0 credit hours will apply to legal ethics/professional responsibility credit.”