In In re Bice, Lois Kathlyn Bice died in 2009, survived by her husband Donald Gene Bice and three daughters. No.10-25-00307-CV, 2025 Tex. App. LEXIS 9005 (Tex. App.—Waco November 20, 2025, no pet.). In 2010, all parties signed a notarized
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SEC Proposed Amendments: Registered Offerings
SEC Proposed Amendments: Filer Statuses and Disclosure Scaling
In our related post titled “SEC Proposed Amendments: Registered Offerings,” we outlined the significant proposed changes to the regulatory framework surrounding registered offerings, which were announced on May 19, 2026 by the U.S. Securities and Exchange Commission (the “SEC”). In…
USDA’s Proposed AFIDA Overhaul: What Institutional Timberland Owners and Natural Capital Investors Need to Know
Key Takeaways
- AFIDA reporting will expand to cover more land uses related to agriculture (including energy and infrastructure).
- Short-term leases and easements may become reportable.
- Ownership disclosure obligations will increase significantly (including upstream owners).
- Enforcement risk will increase materially, with
…
HSR Notification: A Return to Pre-2025 Form Requirements (For Now)
Court Held That An Illegitimate Child Was Not A Beneficiary Of A Trust Due To The Law In Effect At The Time Of The Trust’s Creation
Court Affirmed Rejection Of Executor As Being Unsuitable Who Had Assaulted A Beneficiary
In In re Est. of Terrell, the decedent Sue died on May 15, 2010. No. 12-25-00177-CV, 2025 Tex. App. LEXIS 8901 (Tex. App.—Tyler November 19, 2025, pet. denied). In August 2022, Sue’s son Donald Ray Terrell filed an application for…
David F. Johnson Recognized for Distinguished Service on the Texas Board of Legal Specialization
David F. Johnson, lead writer for the Fiduciary Litigator Blog, has officially concluded a distinguished six-year tenure on the Board of Directors for the Texas Board of Legal Specialization (TBLS).
Since 2020, David has provided leadership and strategic insight to…
Court Reversed A Jury Trial Due To Inadequate Damage Evidence And Reversed Summary Judgments Based On The Trustee’s Discretion To Make Distributions And An Exculpatory Clause
In Marshall v. Marshall, the Marshall Grandchildren’s Trust (“Trust”) was established in 1987 for Preston Marshall’s benefit, with his parents Elaine and E. Pierce Marshall as trustees. No. 14-23-00276-CV, 2025 Tex. App. LEXIS 8751 (Tex. App.—Houston [14thDist.] November 13, 2025,…



