Terry Franklin to Participate on “Ethics” Panel at ACTEC 2017 Fall Meeting
Partner Terry Franklin is speaking on the panel, “You’re Keepin’ Too Many Secrets from Me”: Lawyers and Other Advisors Working Together – Are Your Communications Privileged? at the American College of Trust and Estate Council (ACTEC) Fall Meeting. The session will examine situations when estate planners include other advisors in conversations about estate and tax planning, and when privilege issues can arise, the difference between privilege and work product, and maintaining privilege when other advisors are participating in the planning process. Panelists will also discuss issues particular to email communications and best practices for preserving privilege.
The Fall Meeting is taking place October 19 – 22, 2017 in Nashville. ACTEC is a national organization of approximately 2,500 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.