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The Fiduciary Exception to the Attorney-Client Privilege: What It Is, and Why It Matters
Stephen Rosenberg, The Wagner Law Group Link to more items from this source
Feb. 12, 2014
"[T]he magistrate judge dealt, in a very clean and easily understood manner, with the key issues that come into play under [the fiduciary exception to the attorney-client privilege in ERISA litigation], which have to do with its borders: to be exact, what attorney-client communications are subject to disclosure under this exception, and what ones are not.... Plans and their outside ERISA lawyers ... need to remember that their communications can end up in a courtroom in later litigation that cannot even be foreseen at the time of the communications in question, and should be careful with regard to the accuracy, context, phrasings and tone of such communications as a result." [Kenney v. State Street Corp., No. 9-10750-DJC (D. Mass. Dec. 2013)]

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