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Minority Business Owners and Trust Beneficiaries Privileged Documents

Minority Business Owners and Trust Beneficiaries Privileged Documents
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United States , New York , York Supreme Court County Of Saratoga , Riggs Natl Bank , Wells Fargo Bank , New York Supreme Court , Fiduciary Exception , Attorney Client Privilege ,

New York: When Does Fiduciary Exception Apply

New York Supreme Court: Under the fiduciary exception, a shareholder or member can obtain the company’s otherwise-privileged information by satisfying a fact-intensive, multi-factor analysis that good cause exists to disregard the attorney-client privilege. ....

United States , York Supreme Court County Of Saratoga , New York Supreme Court , New York , Client Attorney Privilege , Fiduciary Exception , Minority Owners , Attorney Client Privilege , Limited Liability Companies , Onfidential Communications Between Corporate Management ,

Attorney-Client Privilege Modified by the Fiduciary Exception

Attorney-client privilege is recognized in ERISA matters, however, it is modified by the fiduciary exception. Most communications between fund counsel and a fund are directed to a plan administrator with rarely any communication directed to participants and/or beneficiaries. ....

United States , Attorney Client Privilege , Fiduciary Exception , Employee Retirement Income Security Act , American Jurisprudence , Isclosed In Litigation ,