Terry Franklin to Participate in ACTEC Webinar Discussing Maintaining Privilege in Client Communications
Partner Terry Franklin is joining a panel of American College of Trust and Estate Counsel (ACTEC) Fellows to present the webinar “Estate Planners and Other Advisors Working Together: Are Your Communications Protected?”
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. The webinar will address when privilege issues arise, the difference between privilege and work product and considerations for maintaining privilege when other advisors are participating in the planning process.
The webinar will be held April 24, 2018 from 12:00 pm – 1:30 pm EST. The seminar provides up to 1.8 hours of ethics instruction depending on state requirements. Learn more.