Past Event

Trusts: Confidentiality and Attorney-Client Privilege

Name: Trusts: Confidentiality and Attorney-Client Privilege
Start: 2021-11-04T13:00:00-0400
End: 2021-11-04T14:30:00-0400

Date & Time
November 4, 2021 | 1 - 2:30pm EDT
Location
Webinar
Event Type
Additional Info

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American Bankers Association 2021 Wealth Management and Trust Webinar Series Suite

Partner Tom Abendroth will lead a panel, including partner Dave Blickenstaff, to examine how to avoid common pitfalls associated with confidentiality and attorney-client privilege with trusts. The panel will discuss the different positions taken by states and courts on who the client is when a lawyer represents a trust. They will also review the duties a lawyer owes to beneficiaries when they are not considered clients.