Winstead PC

September 26th, 2023
10:00 AM - 11:00 AM CT

This presentation will take a detailed look at the attorney-client privilege between a trustee and its attorney, the scope of the privilege, the fiduciary exception that would allow beneficiaries to review communications and whether Texas recognizes that exception, joint-client issues, allied-litigant issues, successor trustee rights regarding 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. CTFA credit pending.

Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors

Webinar instructions will be e-mailed prior to the webinar

About the Speaker

David F. Johnson maintains an active trial and appellate practice and has consistently worked on fiduciary financial institution litigation matters throughout his career. David has experience in estate and trust disputes including will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty and related claims, and accountings. David is the primary author of the Texas Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary field in Texas.