What is attorney client privilege? What does attorney- client privilege have to do with a Florida trust lawsuit? A trustee may have a different “privilege” than the “executor” of the trust creator’s estate. What should I know about ACP if I am involved in a Florida Trust Lawsuit? Can the other side request documents directly from my Florida trust lawyer? Can a Florida trial court compel my probate law firm to disclose records of a trust or estate? These are all issues which John Pankauski and his team of trust experts deal with each week. Attorney Client Privilege and Estate Planning Files Disputes regarding this matter may occur during a Florida trust or probate lawsuit. This is because, during inheritance litigation, trust beneficiaries, and other party’s to the lawsuit, usually have their Florida lawyer conduct extensive discovery. To read about serving as trustee of a Family Trust, consider this. Pankauski wrote the book on it. Pankauski’s Trustee’s Guide: 10 Steps to Family Trustee Excellence. During discovery, a party to a trust lawsuit may request the disclosure of financial documents. Or your mom or dad’s estate planning file. After all, don’t you want to see what they were talking to people about ? And you probably want to see notes on their estate plan. A party may also try to request other documents from the law firm that represents the trustee or opposing party. This may include email communications, internal notes about the case, etc. Can a Florida law firm just […]