NAEPC Webinar Viewing Party: Attorney-Client Privilege in a Team Environment
Larry Macklin, BEPC Past President and Board member of the National Association of Estate Planners and Councils (NAEPC) will be hosting a VIEWING PARTY at his office for those who want to come and collectively watch the NAEPC July 10th Webinar using the group registration BEPC has as a Council of Excellence. There is NO cost to attend - simply register to this event and head over to Larry's office to enjoy the webinar with your peers!
RSVPs are due by close of business on Monday, July 8th, so that names can be provided to building security.
Date: Wednesday, July 10th, 2019
Time: 3:00pm - 4:00pm ET
Location: 100 S. Charles Street, 9th Floor, Baltimore, MD 21201
Speaker: Kim Kamin, JD, AEP® and David Blickenstaff, JD (via Webinar)
Clients may assume that communications about their estate plans will remain confidential regardless of who is involved; but privilege doesn’t apply to all communications and can be easily waived, putting both client and attorney at risk. This program examines privilege in the estate planning context, distinguishes the work product doctrine, and particularly focuses on communications involving multiple members of the estate planning team.
Kim Kamin is a Principal at Gresham Partners, LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Kim serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities, and advising clients.
David C. Blickenstaff leads Schiff Hardin LLP’s national trust and estate controversy practice. In addition to handling high-stakes trust, estate, and guardianship cases, he helps corporate and individual fiduciaries avoid litigation by proactively managing their risk and defusing difficult situations before they reach the courthouse.