Webinar: Best Practices for Fiduciaries

On October 28, 2021, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Best Practices for Fiduciaries,” led by Weintraub attorney Mary deLeo. Attorneys Carlena Tapella and Danielle Diebert were co-presenters.

The presentation covered the best practices for fiduciaries to follow in fulfilling fiduciary obligations as trustees, conservators, and agents. Highlights included case management, sale of real property and administrative procedures.

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So, You’re the Trustee of an Estate…Now What?

by Edward J. Corey, Jr., Carlena L. Tapella, Gary D. Rothstein, Mary deLeo
The Trusts & Estates Law Blog

An essential aspect of estate planning is the Trustee, who will be tasked to carry out wishes. This is such an important role that potential Trustees are usually asked if they would be willing to take on the responsibility before being named in a Trust. Occasionally, however, Trustees are surprised to find that they have been named. Regardless of how the role comes to you, the Trustor (sometimes called “Settlor,” “Grantor,” or “Trustmaker”) trusted you and believed you to be responsible.

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Mary K. deLeo Appointed Vice Chair of TEXCOM

SACRAMENTO, CA (September 26, 2021) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that attorney Mary K. deLeo has been appointed Vice Chair of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association, commonly known as TEXCOM. Comprised of 35 attorneys who volunteer their time for six-year terms, TEXCOM works toward a logical development of the law in the field of trusts and estates.

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35 Weintraub Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars Lists; Firm Retains Highest Percentage of Sacramento Top 25 List

Weintraub Tobin is pleased to announce that 38 of its attorneys have been included on the 2021 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California.  In addition, 4 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 16 percent of the 2021 Sacramento Top 25 Super Lawyers, achieving the region’s highest percentage again this year.

Attorneys selected to the 2021 Northern California Super Lawyers list include Brendan J.

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33 Weintraub Tobin Attorneys Named to 2020 Northern California Super Lawyers and Rising Stars Lists; Retain Highest Percentage of Sacramento Top 25 List

Weintraub Tobin is pleased to announce that 33 Weintraub Tobin attorneys have been included on the 2020 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California.  In addition, 5 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 20 percent of the Sacramento Top 25 2020 Super Lawyers, achieving the region’s highest percentage again this year.

Attorneys selected to the 2020 Northern California Super Lawyers list include Brendan J.

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Focus on Fiduciaries: What Fiduciaries Need to Know About the Attorney-Client Privilege

by Mary deLeo
The Trusts & Estates Law Blog

Last month, my Weintraub colleagues and I had the pleasure of speaking at the Professional Fiduciary Association of California annual conference on the topic of the attorney-client privilege and its application to clients serving in a fiduciary capacity (trustee, executor, conservator, agent, etc.).

Most people have a cursory understanding of what the attorney-client privilege does – it keeps communications between clients and their attorneys confidential and free from discovery, which fosters honest and complete communication between client and lawyer – but many individuals don’t realize that there are important limitations and exceptions to the privilege,

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

Comic drawing of three attorneys sitting at a table

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.

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