David F. Johnson, lead writer for The Texas Fiduciary Litigator blog, examines the attorney-client privilege between a trustee and its attorney in detail. We will explore the extent of the privilege, the fiduciary exception that permits beneficiaries to access communications, and whether Texas acknowledges this exception. Additionally, we will cover joint-client and allied-litigant concerns, the rights of successor trustees concerning the privilege, inadvertent attorney-client relationships, and the advice of counsel defense.
Recorded Webinar: Issues Regarding The Attorney-Client Privilege For Trustees In Texas
