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DTSTART:20240417T123000Z
DTEND:20240417T140000Z
LOCATION:Gleneagles Country Club
UID:2432020240417T123000ZTrust Issues in Divorce Proceedings
DTSTAMP:20260315T110539Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nBREAKFAST MEETING \n \nWEDNESDAY, APRIL 17, 2024\n \n 7:30 A.M.-9:00 A.M.\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: APRIL 10 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nTRUST ISSUES IN DIVORCE PROCEEDINGS\n \n\n \nDAVID JOHNSON\n \nSponsored by Lindquist Eisenberg, Plains Capital Bank and Regions Bank\n \nTrust 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, fraud claims to void a trust, 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 new Texas trust code provisions dealing with the effect of dissolution of marriage on certain transfers in trusts.  David Fowler Johnson (Winstead Law Firm) is widely recognized as one of the go-to fiduciary litigators in Texas. David’s practice focuses on trust, estate, and closely-held business disputes. A frequent writer and speaker, David is known around the state as a thought leader in the fiduciary area. His award-winning blog, [Texas ](http://www.txfiduciarylitigator.com/)[Fiduciary Litigator](https://www.txfiduciarylitigator.com/)[,](http://www.txfiduciarylitigator.com/) features recent case law, legislative changes, and other precedent that impacts fiduciaries in Texas. David received the JD Supra 2020 Readers’ Choice Award for Wealth Management, which was his third year in a row for such an award. He was also named a “Go-To Thought Leader” in Fiduciary Litigation by the National Law Review in 2020.\n \nThere are continuing education credits pending for this meeting. The handout (if applicable) will be available on the website under the document library a few days prior to the presentation.\n \nREGISTER WITH THE LINK BELOW.\n \nWe would like to thank the following Sponsors for their support for 2023-2024: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth, The Weeks Law Firm, Prosperity Bank, JP Morgan, Commerce Bank, Heritage Auctions, Happy Trust Company and Farmers National Company.\n \nPAYMENT IS REQUIRED FOR REGISTRATION.\n \n$30 - Member \n \n$40 - Guest \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \nIMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with registration receipt - save the links for the day of the meeting (submission deadline: 4/22/24). RECOMMENDATION: Save the links in a file/folder for easy access for the day of the meeting.\n \n \n \n \n
SUMMARY:Trust Issues in Divorce Proceedings - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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