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Gawthrop Presents: The Changing World of Attorney-Client Privilege in Trust and Estate Matters

P. Kristen BennettGawthroJ. Stoddard Hayesp Greenwood attorneys J. Stoddard Hayes Jr, and P. Kristen Bennett are presenting on “The Changing World of Attorney-Client Privilege in Trust and Estate Matters.”

Are communications between a fiduciary and the attorney protected by the attorney-client privilege when a beneficiary sues? The lines are blurring and changing when a beneficiary sues a fiduciary. The complete presentation outline can be found here, and topics of discussion include:

  • The current trends in Pennsylvania case law
  • The impact of the trust paying the fiduciary’s legal fees
  • The fiduciary obligation to the beneficiaries
  • Delaware’s new statute that clarifies when the attorney-client privilege applies

The program is hosted by Robert W. Eaddy, President of The Bryn Mawr Trust Company of Delaware.

When: Wednesday, September 13, 2017, 7:30AM-9AM

Where: The Merion Cricket Club, 325 Montgomery Avenue, Haverford, PA 19041

Register with: Karen Innella at kinnella@bmtc.com or by fax at 610.527.8397

CLE Credit: Application has been made to the Pennsylvania Continuing Legal Education Board for approval of this program for one CLE credit.

CPE Credit: Pennsylvania’s State Board of Accountancy has approved this Overview Program for one  CPE credit. 

 

To book a presentation for your organization, submit your request here or call 610-696-8225.

For more information on the firm’s Trusts & Estates Department, click here.

Gawthrop Greenwood

Gawthrop Greenwood, PC has offices in West Chester, PA and Wilmington, DE serving clients throughout the greater mid-Atlantic region and nation. For more than a century, the firm has stood behind its core principle of providing high-quality legal services with personal attention. Gawthrop Greenwood’s diverse portfolio of clients comprises entrepreneurs, businesses, and governmental entities that entrust the firm with their representation in a wide range of matters including mergers and acquisitions, commercial litigation, estate and tax planning, land use and development, and domestic relations. A complete listing of the firm’s practice areas and attorneys, as well as a variety of legal resources, can be found at www.gawthrop.com.

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