This webinar will explore, from a litigation perspective, the practical tools and strategies available for mitigating the risk of litigation and liability surrounding fiduciary decision making.

Trust protectors play a crucial role in long-running irrevocable trusts such as Dynasty Trusts (DTs) and Special Needs Trusts (SNTs) by providing oversight, ensuring flexibility, and safeguarding the beneficiary’s long-term interests.

As reports of financial elder abuse and securities fraud increase, these two problems frequently intersect. Fortunately, the tools intended to combat this abuse continue to evolve.

The speakers will discuss the updates in statutory and case law over the last year that impacts gift and estate tax. Trusts and estates practitioners will learn about new laws and changes that may impact their practice.

Join three TEXCOM Committee Members discuss new bills that are effective January 1, 2026 that impact estate planning, incapacity, trust administration, and litigation.

Join Jeff Loew, Ciaran O’Sullivan, and Matt Owens to hear about the 2025 updates in the areas of Trust and Estate Litigation.

Estate planning professionals increasingly serve clients facing mental illness or diminished capacity. This presentation by Elijah Keyes explores how to identify capacity levels, manage undue influence risks, and meet ethical duties while preserving client autonomy.