Trusts: Confidentiality and Attorney-Client Privilege

  • Date & Time
    November 4, 2021 1:00 PM - 2:30 PM
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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.


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