Stevens v. G. L. Rugo & Sons, Inc.

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• explaining that the exception applies where the “intention of the communication is to aid the beneficiaries”
• explaining the history, evolution, and current application of the fiduciary exception
• “[W]here the ‘fiduciary exception’ is at issue, the proponent of the privilege retains the burden to demonstrate the applicability of the privilege.”
• “[W]here the ‘fiduciary exception’ is at issue, the proponent of the privilege retains the burden to demonstrate the applicability of the privilege.”
• “The Court ... recognize[s] the existence of an attorney-client privilege where a trustee seeks legal advice solely in his own personal interest or where the discovery material has been shown to relate exclusively to non-fiduciary matters.”
• “The Court ... recognize[s] the existence of an attorney- client privilege where a trustee seeks legal advice solely in his own personal interest or where the discovery material has been shown to relate exclusively to non-fiduciary matters.”

Source: CourtListener parenthetical corpus (CC0).