Attorneys on the move! HBH is pleased to welcome Andrew Zabronsky and Anthony Matricciani to our litigation team! See the announcement in the Trust & Estates Quarterly.
The Bay Area’s premier trust and estate law firm Hartog, Baer & Hand will be known as Hartog, Baer, Zabronsky (HBZ), effective immediately.
Clients frequently demand “bulletproof” trusts from their estate planning attorneys.
Many trustees employ counsel to provide advice on dealing with and responding to inquiries from beneficiaries. Trustees may believe that their communications with and advice from counsel are confidential and cannot be disclosed to the beneficiaries without their consent. The recent court decision in Fiduciary Trust International of California v. Klein (2017) 9 Cal. App. 5th 1184 is a cautionary tale that warns trustees against assuming that all communications with an attorney are confidential.