Financial Services Industry Group Webinar Series: Issues Regarding The Attorney-Client Privilege For Trustees In Texas


David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, will examine the attorney-client privilege between a trustee and its attorney in detail. We will explore the extent of the privilege, the fiduciary exception that permits beneficiaries to access communications, and whether Texas acknowledges this exception. Additionally, we will cover joint-client and allied-litigant concerns, the rights of successor trustees concerning the privilege, inadvertent attorney-client relationships, and the advice of counsel defense.

Continuing Education Credit Information:

This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours, of which 0.50 credit hours will apply to legal ethics/professional responsibility credit (Attendees will receive .5 ethics credit). This course has also been approved for 1 CTFA credit by the American Bankers Association; attendees can self-report.


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