question mark

Attorney-Client privilege is important in estate planning but there could be exceptions.

Attorney-client privilege is one of the key doctrines of our legal system but there are exceptions as explained by the Wills, Trusts & Estates Prof Blog in “Treasure-Hunter’s Documents Might Be in Deep Water.”

This doctrine even has an important place in estate planning because in order to create an estate plan, the client needs to be able to tell the attorney about his or her assets. But the client might not be willing to reveal everything if the attorney could later be forced to testify in a legal dispute.

In the case discussed, a former treasure hunter hired an attorney to create an offshore trust. The client then got financing for an expedition in which he recovered gold from a sunken ship. However, he refused to pay the people who had financed his treasure hunt.

They are asking the judge to force the attorney to reveal the trust documents so that they will have an easier time recovering the money.

The judge in the case, while not making a decision, has acknowledged that the crime-fraud exception to attorney-client privilege might apply in this case. In other words, if the attorney’s services are knowingly used to commit a crime or a fraud, attorney-client privilege does not apply.

An estate planning attorney can guide you in creating a plan that meets your unique needs.

Reference: Wills, Trusts & Estates Prof Blog (Nov. 17, 2016) “Treasure-Hunter’s Documents Might Be in Deep Water.”

For more information on asset preservation and estate planning, please visit my estate planning website.

Mr. Amoruso concentrates his practice on Elder Law, Comprehensive Estate Planning, Asset Preservation, Estate Administration and Guardianship.