ADVISING FIDUCIARIES – THINK BEFORE YOU TAKE THAT NOTE
On Demand Seminar
ITEM #:  1727821901   |   EVENT CODE:  274486    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$65.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

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Available 24/7

To claim CLE credit, view by:  June 23, 2021

Through December 31, 2023, Minnesota-licensed attorneys can satisfy continuing legal education requirements by viewing and reporting up to 30 credits of on demand programming. Effective the first reporting period after January 1, 2024, there is no limit. Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

Advising Fiduciaries – Think Before You Take that Note

Originally presented:  May 17, 2019     |     Course length:  1.0 hour

Professionals serving in a fiduciary capacity (trust officers, wealth advisors and bankers) frequently keep notes of interactions with clients as part of their ongoing work. Often, these notes contain sensitive information or privileged attorney-client communication. Yet, these notes may be subject to a third party subpoena, the disclosure of which may damage the client and disclose confidential or privileged information. What should the notes actually contain? 

Learn best practices for advising clients about relevant, helpful and appropriate fiduciary documentation that reflects the work but does not include sensitive or privileged attorney-client communication.

– Sonja Trom Eayrs; Barnes & Thornburg LLP
– Kim Ruckdaschel-Haley; Ballard Spahr LLP 

$65

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE has applied to the Minnesota State Board of CLE for 1.0 standard CLE credit. The maximum number of total credits you may claim for attending this program is 1.0 credit.

Minnesota CLE also is applying to the Minnesota State Bar Association for 1.0 civil trial specialist credit.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

STANDARD PRICE
$65.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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