Tag Archives: trust administration

The Duties of Personal Representatives Under Texas Law

EDITOR’S NOTE:

Many people set up trusts to manage their financial affairs under Texas law, both while they are alive and many times after they are deceased. The trust may have a so-called “personal representative.” In this blog post, we discuss the responsibilities of the so-called “personal representative.” If you or a loved one is facing a possible trust dispute under Texas law, reach out to one of our Dallas-based trust litigation attorneys for a consultation.

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Burdette & Rice Announces Presentation on Texas Trust Administration as well as Trust Litigation & Disputes

March 31, 2016 – Dallas, Texas. Burdette & Rice, one of the leading probate, trust, and estate dispute attorneys in Texas, is proud to announce that attorneys J. Brian Thomas & J. Ellen Bennett will address fellow attorneys nationwide on May 10th on the topic of the Art of Trust Administration. Persons interested in learning more about the topic or presentation are urged to visit the firm’s website to reach out for detailed instructions. Continue reading

The Case of the Missing Will: Texas Law and Wills

EDITOR’S NOTE:

Most Dallas residents with substantial assets should have a will. Unfortunately, sometimes a will can be lost. This blog post explores the issues surrounding a lost will under Texas law, and the use of witnesses and other testimony in a Dallas courtroom or elsewhere in the Lone Star state.

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Choosing a Trustee: Family Friend or Corporate Trustee?

EDITOR’S NOTE:

In estate planning, many Dallas residents will set up a trust for the benefit of their children or others. When setting up a trust, one must designate a trustee. This blog post considers the pros and cons of a family member vs. a corporate entity as the trustee under Texas law.

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The Art of Trust Administration

Continuing Legal Education (CLE) Seminar

Mark Caldwell and Brian Thomas will present a national audio webinar on “The Art of Trust Administration.” On November 6, 2014, Mark and Brian will speak to attorneys and financial planners on key trust administration concepts and explain how to properly administer a trust. They will deal specifically with trustees duties such as the duty of full disclosure, the duty of impartiality, the duty of reasonable care, the duties to beneficiaries, duty of loyalty and further discuss the proper exercise of trustee powers. They will offer useful advise on how trustees can avoid lawsuits because of breach of fiduciary duty.

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