Category Archives: fiduciary

Trustees and the Attorney-Client Privilege

Posted on August 23, 2011 by Steve Masterson

The fiduciary exception to attorney-client privilege is fertile ground for trust litigation.  I’ve seen many situations where the attorney is advising  his or her client on the same matter, with the client as the Trustee and as the beneficiary of … Continue reading →

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The 5 biggest mistakes a Trustee can make

Posted on August 19, 2011 by Steve Masterson

This article from Barrons is a bit understated in some respects, but the points made are important ones. The Five Biggest Ways To Bungle a Trust  

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