ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, MAY 20

Breakfast served 7:30-8:00 a.m.

Program 8:00-9:00 a.m.

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

Registration Deadline: MAY 12 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

WALK-INS ARE NOT GUARANTEED A MEAL. CASH OR CHECK AT THE DOOR

Member: $30

Guest: $40

LITIGATING TRUST DISPUTES IN DIVORCE PROCEEDINGS

DAVID JOHNSON

Sponsored by  Lindquist Eisenberg and NDBT

Trust beneficiaries and settlors do get divorced, and this presentation will address many of the important implications for a trustee involved in that situation. This presentation will cover spouses creating an irrevocable trust and basic elements for same, fraud claims to void a trust and bring trust assets back into the marital estate, conflict of interest issues raised by the same attorney drafting both spouse’s estate/trust documents, characterization of trust assets and distributions as separate or community, settlor standing to complain about trust administration issues, trust construction issues, adoption-in and adoption-out issues, spouse/settlor liability for controlling a trust, capacity issues raised by spouses being involved as trustees and director/officer of a closely held business, spouses’ co-trustee management issues, and the Texas Trust Code provisions dealing with the effect of dissolution of marriage on certain transfers in trusts.

David Johnson’s experience in trust and estate disputes includes will contests, elder abuse, mental competency, undue influence, trust modification/reformation/clarification, breach of fiduciary duty and related claims.  He also handles matters involving trust decanting, trust severance and joinder, account disputes, power of attorney disputes, suits for judicial instruction and discharges, heirship proceedings, suits to remove a fiduciary, and accountings. Additionally, David has a transactional practice for trust departments in providing legal opinions on the construction of trust documents, documenting release and consent agreements, resignations, successor appointments, modification of trusts, trust mergers, trust severances, etc.

Continuing education credit for attorneys, accountants and financial planners is pending for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.

REGISTER WITH THE LINK BELOW

We would like to thank the following Sponsors for their support for 2025-2026: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, NDBT, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville CPAs & Advisors, Wealth Advisors Trust Company, Weeks Law Firm, Happy Trust and Farmers National Company.

IMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting 

PAYMENT IS REQUIRED AT TIME OF REGISTRATION

$30 - Member 

$40 - Guest 

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