Advising Fiduciaries – Think Before You Take that Note

This presentation is a replay of a webcast originally presented May 17, 2019

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; Best & Flanagan LLP

Webcast also included in the following webcast package(s):
June Webcast Extravaganza
Litigation Specialty Topics Webcast Replay Series