Trusts & Estates Law Blog

Category Archives: Fiduciary

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Focus on Fiduciaries: What Fiduciaries Need to Know About the Attorney-Client Privilege

Posted in Estate and Trust Planning, Fiduciary
Businesswoman on phoneLast month, my Weintraub colleagues and I had the pleasure of speaking at the Professional Fiduciary Association of California annual conference on the topic of the attorney-client privilege and its application to clients serving in a fiduciary capacity (trustee, executor, conservator, agent, etc.). Most people have a cursory understanding of what the attorney-client privilege does –… Continue Reading

A Case Lesson in “What Not To Do” When Billing as a Conservator

Posted in Case Alerts, Estate and Trust Planning, Fiduciary
Based on recent appellate cases, one of which is discussed below, the court’s scrutiny of conservators’ conduct and, specifically, private fiduciaries, is seemingly on the rise. Private fiduciaries acting as conservators should always remain focused on performing and charging only for those services that are consistent with the best interests of their conservatees. California case… Continue Reading