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DTSTART:20190710T190000Z
DTEND:20190710T200000Z
LOCATION:Synovus Bank Building, 800 Shades Creek Parkway, Dining Room 2nd Floor, Birmingham, AL 35209
UID:1775120190710T190000ZWEBINAR: Threats to Attorney - Client Privilege in a Team Environment (Panel Discussion)
DTSTAMP:20260428T120342Z
DESCRIPTION:\nFREE Webinar!!!\n \nThe 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!   \n \nThe next webinar is detailed below. Bring a friend!\n \nPanel Discussion:  Threats to Attorney - Client Privilege in a Team Environment\n \nWednesday, July 10th at 2:00 p.m.\n \n Synovus Bank Building\n \n800 Shades Creek Parkway,\n \nDining Room 2nd Floor,\n \nBirmingham, AL 35209\n \nRSVP Required\n \nLight refreshments will be provided.\n \nWebinar Speaker: Kim Kamin, JD, AEP® and David Blickenstaff, JD\n \nProgram synopsis:  \n \nClients 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.\n \nKim 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.\n \nDavid 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.\n \n \n \nSee this link for more details regarding the NAEPC 2019 Webinar Series.\n \nhttp://www.naepc.org/events/webinar\n
SUMMARY:WEBINAR: Threats to Attorney - Client Privilege in a Team Environment (Panel Discussion) - Estate Planning Council of Birmingham, Inc. 
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