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
When: Wednesday, September 13, 2017, 7:30AM-9AM
Where: The Merion Cricket Club, 325 Montgomery Avenue, Haverford, PA 19041
Register with: Karen Innella at email@example.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.