Navigating the Attorney-Client Privilege in the Trust Context

Tuesday, September 17, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 hour of General CLE or Legal Malpractice Law LSCLE credit.

Meet the Speakers

Lisa C. McCurdy, Esq.

Shareholder

Greenberg Traurig LLP

Layal Bishara, Esq.

Associate Attorney

Greenberg Traurig LLP

About the Program

This program will discuss how the attorney-client privilege differs when the client is an executor or trustee and the potential implications of those differences. Discussion will include case law developments and best practices.

This program is presented by the Trust and Estates Law section, co-chaired by Elizabeth Acevedo and David Shapiro. The section is sponsored by The Sanborn Team, Bond Services of California, Liberty Mutual, California Title Company, and Pickford Escrow Company. Find out more at www.bhba.org.

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BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut, and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.