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Protect Your File; 2022 Estate and Gift Tax Conference
Taxation Law Section
Credit(s):
0.5 Legal Specialization in Estate Planning; Trust & Probate Law
0.5 Legal Specialization in Taxation Law
0.5 Participatory MCLE Credits
After the 9th Circuit’s decision in In Re Grand Jury, there is now a three-way split in circuit courts regarding when a dual-purpose communication, a communication between a lawyer and client that has both legal and nonlegal purposes, is covered by the attorney-client privilege. While this case involves a tax lawyer, estate planners also have so much sensitive information regarding their clients and typically clients do not want that information disclosed. Learn how to better safe guard a client’s file from discovery particularly in light of this 9th Circuit opinion.
0.5 Legal Specialization in Estate Planning; Trust & Probate Law
0.5 Legal Specialization in Taxation Law
0.5 Participatory MCLE Credits
All
Standard
Non-Member
$32.50
CLA Member
$22.50
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