Tag Archives: attorney

Form and Substance: Estate of Paul H. Liljestrand v. Commissioner

Posted on November 14, 2011 by Steve Masterson

Form and substance are equally important which, while having specific application to the failed family limited partnership discussed in the article linked below, has broader philosophical application in life. But that is the subject of another blog. Estate planners must … Continue reading →

Posted in Estate Planner, Estate Planning, fiduciary, Trust | Tagged , , , , , | Leave a comment

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 →

Posted in Duties of Trustee, Executor, fiduciary, Trust, Trust Administration, trust beneficiary, trustee | Tagged , , , , , | Leave a comment