Latest Articles

David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, presented his paper on “Temporary Injunctive Relief in Texas” to the State Bar of Texas’s Advanced Civil Trial Course in San Antonio, Texas, on July 18. His presentation covered advanced issues in seeking temporary injunctive relief or defending against a request for that relief. David will also present this topic at the course’s location in Dallas on August 22, 2019 and Houston on…
  David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses rising drug abuse issues and the possibility that a beneficiary of a trust may commit criminal activities on or with trust property.  This webinar provides suggestions for trustees in this situation and address several important concerns, including the duty of loyalty the trustee owes the beneficiary and its limits, the duty to properly manage trust assets, the duty to report criminal activity, and the duty to…
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, has been recognized as a top author by JDSupra in the 2019 Readers’ Choice Awards. JD Supra’s Readers’ Choice Awards encompasses 26 different categories. From a pool of more than 800 authors, David’s insightful commentary was ranked fourth in the wealth management readership category. This category covers estate and gift tax, trusts, trustees, wills, closely held businesses, and fiduciary duty among other…
David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses the great transfer of wealth from the baby boomer generation, elder abuse and financial exploitation. Undue influence often arises out of seemingly kind individuals who ingratiate themselves to an elderly person, inserting themselves between the person and relatives, and obtaining the person’s bounty due to deceit.  This webinar will discuss the standards for undue influence, factors involved in recognizing that behavior, and a financial institutions…
With the great transfer of wealth from the baby boomer generation, elder abuse and financial exploitation is a very timely and important topic. Undue influence often arises out of seemingly kind individuals who ingratiate themselves to an elderly person, inserting themselves between the person and relatives, and obtaining the person’s bounty due to deceit. This webinar will discuss the standards for undue influence, factors involved in recognizing that behavior, and a financial institutions duties to…