What You Need to Know About Applying Attorney-Client Privilege and Work Product Doctrine in the ERISA Fiduciary Context

This program will address the attorney-client privilege and work product doctrine, and the particular complexities of applying those doctrines in the ERISA fiduciary context.  This program will cover:

• The basic elements of the attorney-client privilege and the work product doctrine
• Recent developments in privilege law
• The competing policies of full disclosure in the trustee-beneficiary relationship and the confidentiality of attorney-client communications
• The influence of Garner v. Wolfinbarger on the fiduciary exception to the privilege
• The work product doctrine and the fiduciary exception

Who should attend?  In-House Counsel, Benefits Administrators

CLE:  Presumptively approved for Pennsylvania CLE credits – 1.50 (substantive)

Registration and Continental Breakfast — 8:00 to 8:30 a.m.
Program — 8:30 to 10:00 a.m.

This program is complimentary.  Space is limited and will be allocated on a first-come basis.  Accommodations for special needs upon request.