CLE on Estate Planners and Other Advisors Working Together: Are Your Communications Protected?
The American Law Institute is holding a conference entitled, Estate Planners and Other Advisors Working Together: Are Your Communications Protected?, which will take place on Tuesday, April 24, 2018 via telephone seminar and audio webcast. Provided below is a description of the event:
Why You Should Attend
Estate planning attorneys may be asked to include other advisors in conversations about estate and tax planning, and clients often assume that communications about their estate plans will remain confidential regardless of who is involved. But privilege does not apply to all communications and is easily waived, putting both client and attorney at risk. This webcast will address when privilege issues arise, the difference between privilege and work product, and considerations for maintaining privilege when other advisors (including accountants who have their own privileges) are participating in the planning process.
What You Will Learn
A panel of experienced estate planners – all fellows of the American College of Trust and Estate Counsel – will discuss:
The context for how these issues arise
The attorney client privilege, work product doctrine, and fiduciary exception: How they work and in what different contexts they arise
How the presence of a third party can impact the ability to utilize attorney-client privilege or work product protections for a client
The accountants’ privilege
Ways to prevent involvement of other advisors from blowing the protections
Suggestions for attorneys and other advisors to increase the likelihoods that client’s communications can be protected and kept secret
Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.
Need ethics credit? This seminar provides 1.5 to 1.8 hours of ethics instruction, depending on state requirements, in MCLE jurisdictions that accredit live telephone seminars and/or webcasts.
Who Should Attend
Any estate planner or related professional will benefit from listening to this webcast on maintaining privilege in client communications.