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Representing Estate and Trust Beneficiaries and Fiduciaries 2025 Part 3 (3/9) Attorney-Client Privilege in Common Interest Scenarios: Walking the Waiver Tightrope

Content Provider
American Law Institute CLE
Product
CLE
Run Time
60 Minutes
Recording Date
03/27/2025
Presenter(s)
Michael S. Brophy
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Litigation
Persona
CLE OnDemand

Price $219.00

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Description

Session 3: Attorney-Client Privilege in Common Interest Scenarios: Walking the Waiver Tightrope Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike. Updated yearly, our program chairs, Jared R. Cloud, Levenfeld Pearlstein and Michaelle D. Rafferty, Maupin, Cox & LeGoy, have assembled panels that run the gamut from fiduciary liability to estate and trust planning and tax considerations, as well as related ethical issues. As always, this course places particular emphasis on estate and trust litigation, with time reserved throughout the program to address your most pressing questions. Some of the topics that will be addressed this year include: - A fiduciary litigation review of key trust and estate appellate decisions nationwide - Litigating disputes in the creation, administration, and termination of irrevocable trusts - Creating indemnification agreements that safeguard trustees from potential liabilities - Using common interest attorney-client privilege to foster collaborative estate planning - Navigating strategic asset distributions to achieve financial goals and minimize risks This advanced level program is designed for attorneys, fiduciary officers, executors, trustees, and accountants; investment advisors and risk managers; estate planning and estate and trust administration professionals; and others involved in advising trust settlors, beneficiaries, and fiduciaries.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory03/26/2030
ColoradoPending State Response0.00
ConnecticutApproved1.00GeneralOn-going
HawaiiApproved1.00General03/27/2027
IdahoPending State Response0.00
IllinoisApproved1.00General06/11/2027
LouisianaPending State Response0.00
MainePending State Response0.00
MissouriApproved1.20GeneralOn-going
MontanaApproved1.00General03/27/2028
NebraskaApproved1.00General03/26/2027
New HampshireApproved1.00General03/26/2028
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General03/26/2030
New YorkApproved1.00SkillsOn-going
North DakotaPending State Response0.00
OklahomaPending State Response0.00
OregonApproved1.00General03/27/2028
PennsylvaniaApproved1.00General06/11/2027
Puerto RicoPending State Response0.00
Rhode IslandPending State Response0.00
TennesseeApproved1.00General06/11/2026
UtahPending State Response0.00
VermontApproved1.00GeneralOn-going
West VirginiaApproved1.20GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00General06/11/2026

Speakers