Confidentiality & Privilege: An Estate Litigation Perspective
October 25, 2012

Have you ever received a telephone call that begins like this… “So and so has passed away (or is incapacitated in the case of a Power of Attorney), I notice you drafted the Will/ Power of Attorney and I need some information.” How do you deal with this request? What is the law with respect to what you can say or provide? In this informative and practical session experienced practitioners will discuss the following issues:

  • When are you obligated or permitted to share confidential/ privileged information with third parties?
  • Confidentiality & privilege issues relating to Powers of Attorney and/ or Wills
  • Best practices when information or documents are requested (or demanded) by a third party

Panel:
Dana Nelko, Fillmore Riley LLP
Anita Southall, Fillmore Riley LLP

CPD hours: 1.5
EPPM hours: 1.5

Price: $75.00 + GST = $78.75

**This program has been accredited by the Law Society of Upper Canada for 1.5 Professionalism Hours**