Webinar - Distributions from Trusts in Texas: Part Two

Register

Tuesday, October 5 | 10:00 - 11:00 a.m. Central Time

10.05.21

The first part of the series discussed the general standards for trust distributions. The second part of this series will address other issues concerning distributions, such as the duty to disclose distributions, the duty of impartiality, the principal and income act, prudent investor act, trust provisions that allow the divesting of a beneficiary’s right to distributions, issues arising from a trustee also being a beneficiary, trustee discretion in distributing a trust upon termination, distributions to minors or incapacitated beneficiaries, loans from a trust as a distribution, spendthrift trust issues, co-trustee managing issues, exculpatory clauses, trustee’s defense of failure to know of facts relevant for distributions, trustee’s rights regarding overdistributions, and other relevant issues.
 
Date: Tuesday, October 5, 2021
Time: 10:00 - 11:00 a.m. Central Time
Cost: Complimentary
 
Continuing Education Credit Information:
This course is pending approval by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour. This course is also pending approval for CTFA credit by the American Bankers Association.
 
Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors 

People

  1. David Fowler Johnson

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