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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. 

 

 

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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