Trusts & Estates Law Blog

Tag Archives: trust and estates

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

Trusts & Estates Case Alert: Another California Appellate District Adopts Anderson v. Hunt Reasoning in Assessing Capacity to Execute a Trust Instrument

Posted in Estate and Trust Planning, Probate and Elder Abuse Litigation
The California Court of Appeal for the Sixth Appellate District issued a ruling Tuesday in Lintz v. Lintz, 2014 Cal. App. LEXIS 27 (6th Dist. January 14, 2014) adopting the reasoning of the Second Appellate District regarding the standard for legal capacity to execute a trust instrument (as announced by the Second Appellate District in… Continue Reading