Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not. The attorney-client privilege rules as applied in the fiduciary context are exceedingly complex, and one accidental misstep can expose your private communications to the world (or, more ominously, to a contentious beneficiary or dissatisfied former client). Find out when you can rely upon the protections of the attorney-client privilege, and when you cannot, and discover best practices that you can implement in order to preserve and maximize these protections
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