WELLS FARGO HOSTS NAEPC WEBINAR - Attorney-Client Privilege in a Team Environment

Date: Wednesday, July 10, 2019
Time: 12:00pm - 1:00pm
Location: WELLS FARGO - 5340 Kietzke Lane, Suite 200
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.

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