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Attorney-Client Privilege Fiduciary Duty Estate Planning

Winstead PC

Presentation: Issues Involving the Attorney-Client Privilege and Trustees in Texas

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The law of trusts originated in equity to evade the constraints of common law; it was a part of property law in which one person held legal title to assets and another held equitable title. The person holding legal title...more

Winstead PC

Co-Trustees Administering Trusts in Texas - Presentation

Winstead PC on

David Johnson presented his paper on “The More The Merrier: Issues Arising From Co-Trustees Managing Trusts” to the Tarrant County Probate Bar Association on September 16, 2022. This presentation addressed the benefits and...more

Winstead PC

Advising Trustees Who Manage Closely-Held Business Interests - Presentation

Winstead PC on

David F. Johnson presented “Advising Trustees Who Manage Closely-Held Business Interest” to the WealthCounsel webinar on June 30, 2022. Settlors often place some or all of the ownership in a closely-held business in a trust....more

Winstead PC

The More The Merrier? Issues Arising From Co-Trustees Administering Trusts

Winstead PC on

David Johnson presented his paper “The More The Merrier? Issues Arising From Co-Trustees Administering Trusts” to the State Bar of Texas’s Advanced Estate Planning and Probate Course on June 9, 2021. This presentation...more

Weintraub Tobin

Focus On Fiduciaries: What Fiduciaries Need To Know About The Attorney-Client Privilege

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Last month, my Weintraub colleagues and I had the pleasure of speaking at the Professional Fiduciary Association of California annual conference on the topic of the attorney-client privilege and its application to clients...more

Proskauer Rose LLP

Wealth Management Update - June 2017

Proskauer Rose LLP on

June Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts - The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs...more

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