ADVISING FIDUCIARIES – THINK BEFORE YOU TAKE THAT NOTE
Webcast Replay Seminar
ITEM #:  2627822001   |   EVENT CODE:  303242    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$75.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Tuesday, June 16, 2020

9:00 AM - 10:00 AM

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

$75

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.

STANDARD PRICE
$75.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):