Shareholder David F. Johnson was honored to be on a panel with Martin Kenney, Paul Martin, Paul Austin and Dr. Alexander Stein PhD that presented “The End Of The Baby Boomer Generation And The Largest Succession Of Wealth In History
In In re Est. of Edward Long, the primary legal issue concerned the interpretation of a will, specifically whether the residuary clause—which bequeathed the residue of the estate to certain trusts for the decedent’s brothers—remained effective at the time of
David F. Johnson, lead writer for the Fiduciary Litigator blog, and Rebecca Bergeron will address the many issues that a trustee has to address when managing oil and gas assets, such as the Uniform Prudent Investor Act, Uniform Principal
Winstead PC is pleased to announce that David Fowler Johnson has been recognized by Best Lawyers in America as a 2026 “Lawyer of the Year.” This honor is a testament to David’s outstanding contributions to the legal profession and his
In In re In the Est. of Booth, Bill and Doris were married in 1991 and had separate and joint accounts, No. 02-24-00056-CV, 2025 Tex. App. LEXIS 2666 (Tex. App.—Fort Worth April 17, 2025, no pet.). In 2009, Bill transferred
In White v. White, an income beneficiary of a trust was retained to manage ranch property. 704 S.W.3d 250 (Tex. App.—El Paso 2024, no pet.). He later became trustee of the trust and ratified his employment and the employment of
In White v. White, an income beneficiary of a trust was retained to manage ranch property. No. 08-23-00244-CV, 2024 Tex. App. LEXIS 8896 (Tex. App.—El Paso December 19, 2024, no pet.). He later became trustee of the trust and ratified
In Richey v. Brouse, the settlor created a special needs trust for her son, who had a mental disability and a seizure disorder that required day-to-day care. No. 03-23-00544-CV, 2024 Tex. App. LEXIS 8842 (Tex. App.—Austin December 20, 2024, no
In Est. of Smith, the beneficiaries of an estate filed claims that the decedent was mentally incompetent when she deeded her residence to her grandson and granddaughter-in-law. No. 02-24-00175-CV, 2024 Tex. App. LEXIS 8272 (Tex. App.—Fort Worth November 27, 2024,
David F. Johnson recently published another article in the Texas Tech Estate Planning and Community Property Law Journal. This article is titled: “Issues Involving the Attorney-Client Privilege and Trustees in Texas,” and addresses a trustee retaining an attorney, the scope
