This will be an interactive session providing an overview
of the requirements, protections, and limitations of the various privileges
(such as attorney/client and accountant/client); “Kovel” engagements; and
settlement discussions and documentation. We will also cover various state
and ABA ethics and professional rules of conduct relating to these matters.
These discussions will provide the
backdrop for a more in-depth review of intriguing future developments in this
space in light of the recent Supreme Court case denying certiorari in January,
2023 (In re Grand Jury case, Number 21-1397) – the case where disclosure to a
grand jury of certain international tax advice and tax return preparation
documents to a client by a law firm was held by the Ninth Circuit to be
required, despite the firm’s assertion of both attorney-client privilege and
work-product doctrine. That assertion failed, and the ramifications for the firm
in this case and other situations like it are very significant. Join us to
talk about them!
This CLE is approved for credit through July 10,
2025.
Presenters:
Kyle Brehm | Fredrikson
& Byron
Ken Levinson | Fredrikson &
Byron
Ben Wagner | Wagner Tax
Law
CLE Credits:
1.0 Ethics CLE Credit approved |
Event Code: 488093
Cost:
MSBA Members: $29.95
Non-MSBA
Members: $64.95