Posted by: evanjdavis | July 20, 2022

EVAN DAVIS to Speak at Upcoming California Lawyers Association Twenty Ninth Annual Estate and Gift Tax Conference

We are pleased to announce that Evan Davis will be speaking at the upcoming California Lawyers Association Twenty Ninth Annual Estate and Gift Tax Conference on “Protect Your File” on Friday, July 29, 2022, 2:50 p.m. – 3:20 p.m. (PST) at the UC Hastings College of Law, San Francisco.

After the 9th Circuit’s decision in In Re Grand Jury, there is now a three-way split in circuit courts regarding when a dual-purpose communication, a communication between a lawyer and client that has both legal and nonlegal purposes, is covered by the attorney-client privilege. While this case involves a tax lawyer, estate planners also have so much sensitive information regarding their clients and typically clients do not want that information disclosed. Learn how to better safe guard a client’s file from discovery particularly in light of this 9th Circuit opinion.

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