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Rules of Trust Administration in Texas

 
Understand the duties and powers of trustees and the laws surrounding trust administration in Texas.Although trusts are a common vehicle to hold and transfer assets, many professionals either avoid trusts or delegate trust-related work for fear of being uninformed and ill-equipped in trust mechanics. This topic will equip professionals with a better understanding of the duties and powers of Texas trustees and the laws surrounding trust administration in Texas. The content will outline the necessary administrative steps to take when an individual creates a trust in his or her will, what to do when the settlor of a grantor trust dies, and what options are available if the trust is not working’. The topic will also update you with recent changes made by the legislature relating to trust administration. This information will give professionals confidence and familiarity to incorporate trusts in their clients’ estate planning and provide them with the skills to administer trusts efficiently and effectively.

Faculty

William R. Hayes

William R. Hayes

Hayes & Wilson, PLLC

Agenda

Faculty

William R. Hayes

William R. Hayes

Hayes & Wilson, PLLC

  • Managing partner at Hayes & Wilson, PLLC in Houston, Texas
  • Specializes in estate planning, probate, guardianship, elder law, and charitable giving
  • Frequent speaker on estate planning and disability planning
  • Board certified in estate planning and probate by the Texas Board of Legal Specialization
  • President’s Award, Houston Bar Association
  • Life Fellow, Texas Bar Foundation
  • J.D. and B.B.A. degrees, Southern Methodist University
  • Can be contacted at 713-880-3939 or [email protected]

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