[WSBAPT] Litigators/confidentiality

[Roger Hawkes]

I think having others in the conference breaches the atty client privilege.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Wednesday, June 15, 2022 11:40 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Litigators/confidentiality

Hello to the Litigators out there - regarding the rule of confidentiality, if a client allows someone to be present in a meeting, or call and receive information from me on their file, I view that as not opening the door to others on information discussed/shared with that party - it's been a long time though since I've looked at the rules and was wondering if anyone had any quick thoughts on that point?

I draft my engagement letters to allow some information to be released to named fiduciaries in estate plans and allow the client to denote who I can share information with.  Of course there's also the case where generations come in to discuss top generation estate planning.  Just reflecting and wondering if I need to change my practice a bit.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

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