Tuesday, June 16, 2020
9:00 AM - 10:00 AM
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
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.