Here Today, Gone Tomorrow: A Fiduciary’s Guide to the Attorney-Client Privilege

  • When: Mar 6, 2018

Summary of Program

As a fiduciary, you may think that all of your communications with your attorney are confidential.  While communications between an attorney and his or her client are generally protected by the attorney-client privilege, in the trustee context, it is the office of the trustee, not the individual who is acting as trustee, that is the client.  As a result, if a trustee resigns or is removed from office, all of the confidential attorney-client communications will pass to the successor trustee.

Join the attorneys from Weintraub Tobin’s Trusts and Estates Group as they discuss the important legal and practical implications for trustees and other fiduciaries of the confidentiality of attorney-client communications, and learn why the protection of the attorney-client privilege can be here today, but gone tomorrow.

Program Highlights

  • Is every communication that you have with your attorney confidential?
  • How is the attorney-client privilege different for trustees and other fiduciaries?
  • Learn how to recognize the potential risks of disclosure of your confidential attorney-client communications.
  • Identify practical tools and strategies to protect your communications with your attorney.

Edward J. Corey, Jr.
Kelly E. Dankbar
Mary K. deLeo
Daniel C. Kim
Gary D. Rothstein

Date & Time:

Tuesday, March 6, 2018
4:00 pm – 6:00 pm
Presented by The Trusts & Estates Group at Weintraub Tobin

Seminar Program
3:30 pm – Registration
4:00 pm – 5:15 pm – Seminar
5:15 pm – 6:00 pm – Wine & Hors d’oeuvre Reception

Weintraub Tobin Office
400 Capitol Mall, 11th Floor | Sacramento, CA 95814
Parking Validation provided. Please park in the Wells Fargo parking garage, entrances on 4th and 5th Street. Please bring your ticket with you to the 11th floor for validation.

There is no cost for this seminar
Approved for one (1) hour of California Fiduciary Credit.

Please RSVP by Thursday, February 27, 2018