{"id":11970,"date":"2025-11-16T17:13:40","date_gmt":"2025-11-16T22:13:40","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=11970"},"modified":"2025-11-16T17:13:41","modified_gmt":"2025-11-16T22:13:41","slug":"fiduciary-exception-not-applicable-to-civil-action-against-beneficiary","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=11970","title":{"rendered":"Fiduciary Exception Not Applicable to Civil Action against Beneficiary"},"content":{"rendered":"\n<p>The fiduciary exception to the attorney-client privilege does not apply to attorney records relating to a civil action brought by a trustee against one of the beneficiaries to enforce an indemnification agreement entered into for a distribution to that beneficiary, and so those records remain subject to attorney-client privilege.  <em>In re: First and Partial Account of Gerald L. Hempt, Trustee for the Max C. Hempt QTIP Trust<\/em>, ___ A.4th ___, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A15006-25o%20-%20106578337335766737.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2025 PA Super 2054<\/a> (11\/13\/2025).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The fiduciary exception to the attorney-client privilege does not apply to attorney records relating to a civil action brought by a trustee against one of the beneficiaries to enforce an indemnification agreement entered into for a distribution to that beneficiary, &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=11970\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[415],"class_list":["post-11970","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-fiduciary-exception","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11970"}],"version-history":[{"count":1,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11970\/revisions"}],"predecessor-version":[{"id":11971,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11970\/revisions\/11971"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}