Jennifer Flannery

Jennifer Flannery

September 21, 2023 | New York Law Journal

Disclosure Considerations for Fiduciary-Controlled Business Interests: Protecting and Obtaining Confidential Information

A discussion of issues when dealing with business interests held by a fiduciary of an estate or trust including what type of disclosure as to the underlying business's activities would be available on an accounting proceeding. The authors delve into how to protect confidential business information versus how to obtain it if you are a beneficiary.

By Jennifer Flannery and Teresa Bennett

8 minute read