The trust being a multi-party relationship, it is not always that easy to discern at any given time whom legal counsel is representing, or should be representing, in matters relating to the trust’s creation and administration. Charles E. Rounds, Jr. explains in Section 8.8 of Loring and Rounds: A Trustee’s Handbook (2013). The section is reprinted in its entirety below.
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Topics: Attorney-Client Privilege, Beneficiaries, Trustees, Trusts
Published In: Administrative Agency Updates, Civil Remedies Updates, Professional Practice Updates, Professional Malpractice Updates, Wills, Trusts, & Estate Planning Updates
DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
© Charles E. Rounds, Jr., Suffolk University Law School | Attorney Advertising