This session will provide practical tips for protecting privileges in the estate planning context. The presenter will discuss recent developments in audits and case law related to family entities and inherent privilege concerns. 

Privileges and learning objectives to be addressed:

• Attorney-client privilege: What it protects and what it might not
• Attorney work product doctrine: When it kicks in and other implications
• Doctor-patient privileges: Whether there is such a thing in the federal tax context
• Tax practitioner privilege: When to rely on it and when not to
• How to preserve applicable privileges and when to consider waiving them