Topic
Fiduciary Compensation
7 published works
Banking, Finance and Securities
Presentation: Fiduciary Compensation and Forfeiture
By Winstead
David Johnson presented his paper on “Fiduciary Compensation and Forfeiture” to the Southwest Association of Bank Counsel fall legal conference on September 15, 2022, in Fort Worth, Texas. David addressed…
Trusts, Estates and Elder
Presentation: Fiduciary Compensation and Forfeiture
By Winstead
David Johnson presented his paper on “Fiduciary Compensation and Forfeiture” to the Southwest Association of Bank Counsel fall legal conference on September 15, 2022, in Fort Worth, Texas. David addressed…
The Fiduciary Litigator
Fiduciary Compensation and Forfeiture in Texas
By Winstead
David F. Johnson recently published his article “Fiduciary Compensation and Forfeiture in Texas” in the Texas Tech Estate Planning and Community Property Law Journal. This article addresses many of the…
Wills, Trusts & Estates Prof Blog
Article on Fiduciary Compensation in Georgia
Kimberly E. Civins & Melissa Sprinkle recently published an Article entitled, Fiduciary Compensation in Georgia, Wealth Strategies Journal (2018). Provided below is an abstract of the Article:Historically, trustees and executors…
Benefit Notes
408(b) (2) Disclosures – That Wasn’t So Bad Was It?
Last week I received copies of the first new fiduciary fee disclosures required by final Department of Labor Regulations under ERISA Section 408(b) (2). Fee disclosures were received from Fidelity…
Wills, Trusts & Estates Prof Blog
Working Through the Knight (Opinion) CLE
The American Bar Association Section of Real Property, Trust and Estate Law, Section of Taxation, and the ABA Center for Continuing Legal Education are sponsoring a teleconference and live audio…
Wills, Trusts & Estates Prof Blog
Big Trust for Teenager
A huge trust battle is brewing over a trust valued at almost $500 million for a boy, now 13, who will receive the corpus when he reaches 35.The fight centers…