WEBINAR: Threats to Attorney - Client Privilege in a Team Environment (Panel Discussion)
The Estate Planning Council of Birmingham’s objective is to provide quality continuing education and network opportunities for Attorneys, Accountants, Financial Advisors, Life Insurance Agents, and Trust Officers in the greater Birmingham area. In light of this goal our Board of Directors has elected to participate in the NAEPC 2019 Robert G. Alexander Monthly Webinar series. This one-hour eLearning opportunity will be presented in a group setting at no additonal cost to our members!
The next webinar is detailed below. Bring a friend!
Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment
Wednesday, July 10th at 2:00 p.m.
Synovus Bank Building
800 Shades Creek Parkway,
Dining Room 2nd Floor,
Birmingham, AL 35209
Light refreshments will be provided.
Webinar Speaker: Kim Kamin, JD, AEP® and David Blickenstaff, JD
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.
See this link for more details regarding the NAEPC 2019 Webinar Series.