Here Today, Gone Tomorrow: A Fiduciary’s Guide To Attorney-Client Privilege

Cost: $75 PFAC Member – $100 Non-Member

Speaker: Edward J. Corey Jr., Esq., Kelly E. Dankbar, Esq., Mary K. deLeo, Esq., and Gary D. Rothstein, Esq.

CEU Awarded: 1.5 CE/MCLE Person

Presented Date: 05/02/2019


About the Course

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.

Edward J. Corey Jr., Esq.

Ed Corey is a shareholder in the firm’s Trusts and Estates Planning, Administration, and Litigation group. His practice focuses on estate and trust litigation, fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships. Ed has extensive trial, arbitration, mediation, and appellate experience, and has successfully litigated a number of high-profile trust and elder financial abuse cases in Northern California.

Ed’s experience enables him to counsel clients on matters involving family or personal conflict and advise them of their rights, duties, and responsibilities. If matters cannot be resolved with dispute resolution alternatives, Ed will take the matter to trial. Ed is a respected expert in trust and estate litigation and elder financial abuse and is a sought-after speaker on both topics. He has testified before the legislature on topics related to trust and estate matters, conservatorships, and elder financial abuse and has assisted in drafting relevant legislation.

Kelly E. Dankbar, Esq.

Kelly is a shareholder in the firm’s Trusts and Estates group and focuses her practice on helping people solve problems after someone passes away. Kelly also works with families and other loved ones to protect seniors when they become incapacitated. Kelly combines her litigation experience with a thorough knowledge of probate law to help her clients resolve a wide range of trust and probate disputes, including elder financial abuse claims, contested conservatorships, will and trust contests, contested accountings, breach of fiduciary duty claims, and other contested and uncontested matters involving the administration of trusts and estates. With Kelly’s extensive experience in helping families resolve disputes, she knows that a successful result often involves keeping the family relationships intact, and she helps her clients work through their disputes at very emotionally difficult times.

Mary K. deLeo, Esq.

Mary deLeo is a Shareholder with the law firm of Weintraub Tobin Chediak Coleman Grodin in Sacramento, California. Her practice focuses on trust and estate litigation, estate planning, trust and estate administration, conservatorships, fiduciary representation, special needs trust planning and administration, planning for incapacity, Medi-Cal planning, and elder law. In addition to estate planning for both small and large-size estates, Mary has successfully represented clients in trust and probate litigation controversies, including trust and will contests, beneficiary/trustee disputes, fiduciary abuse claims, accounting issues, elder abuse claims, public benefit eligibility issues, and a wide variety of trust and probate litigation.

Mary is a member of the Trusts and Estates Executive Committee of the California Lawyers Association, where she serves as Co-Chair of the Legislation Committee, Vice-Chair of the Incapacity Committee, and Co-Executive Editor of the Trusts and Estates Quarterly.

Gary D. Rothstein, Esq.

Gary Rothstein is a shareholder in the firm’s Trust and Estates group, where his practice focuses on trust administration, probate matters, and estate planning. Gary represents corporate and individual fiduciaries and beneficiaries in all aspects of trust administration in connection with disputes between fiduciaries, beneficiaries and creditors. He counsels fiduciaries, beneficiaries, and creditors through contested and uncontested probate and trust administration, including prosecution of will and trust contests, preparation and arguing of petitions for instructions, petitions for construction of trusts, and petitions for termination of trusts.

Gary’s estate planning counseling includes estate, gift, and generation-skipping transfer tax issues as well as revocable and irrevocable trusts, GRAT’s, defective grantor trusts, family limited partnerships, charitable giving vehicles, QPRT’s, and life insurance trusts. Gary regularly presents to banks, trust companies, and professional associations on trust and estate administration risk management issues as well as to legal professionals and prospective non-profit organization donors.