How To Work With Attorneys In Contested Matters Part 1

In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter. Typically, attorney’s fees are the largest expense born by any trust. How does the fiduciary manage this large expense item for the trust? And what duties does your attorney owe to you and how do you enforce those duties? Recent, important changes to the California laws on the attorney-client privilege of trustees will also be discussed. Our goal for Part 1 of this topic is to train fiduciaries into being more sophisticated consumers of legal services.

 

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Chapter 1
Lesson 1
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