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DTSTART:20260520T123000Z
DTEND:20260520T140000Z
LOCATION:Gleneagles Country Club
UID:2777120260520T123000ZLitigating Trust Disputes in Divorce Proceedings
DTSTAMP:20260426T143422Z
DESCRIPTION:\nESTATE PLANNING COUNCIL OF NORTH TEXAS\n \nBREAKFAST MEETING \n \nWEDNESDAY, MAY 20\n \nBreakfast served 7:30-8:00 a.m.\n \nProgram 8:00-9:00 a.m.\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: MAY 12 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nWALK-INS ARE NOT GUARANTEED A MEAL. CASH OR CHECK AT THE DOOR\n \nMember: $30\n \nGuest: $40\n \nLITIGATING TRUST DISPUTES IN DIVORCE PROCEEDINGS\n \n\n \nDAVID JOHNSON\n \n \n \nSponsored by  Lindquist Eisenberg and NDBT\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 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.\n\n\n \nDavid 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. \n \n\n\n\n \n \n \n \nContinuing 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.\n \nREGISTER WITH THE LINK BELOW\n \nWe 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.\n \nIMPORTANT: 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 \n \nPAYMENT IS REQUIRED AT TIME OF 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 \nNOTE: If a work computer blocks the payment link, please try using a personal computer\n
SUMMARY:Litigating Trust Disputes in Divorce Proceedings - Estate Planning Council of North Texas 
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