Primer on Discovery Issues for Estate Planners

Learn how to navigate discovery in trust and estate matters while upholding ethical duties, protecting client confidentiality, and managing privilege—especially when clients are deceased or incapacitated. Originally presented as part of Estate Planning Short Course 2025.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
SKU: P9004-25R-03B
$65.00 or 1.00 credits
decrease increase

Expires 05/01/2027

Learn how to navigate discovery in trust and estate matters while upholding ethical duties, protecting client confidentiality, and managing privilege—especially when clients are deceased or incapacitated.
Patrick Bushell,
Harrison LLP, Chicago
Samantha Weissbluth,
Harrison LLP, Chicago 

Expires 05/01/2027

Learn how to navigate discovery in trust and estate matters while upholding ethical duties, protecting client confidentiality, and managing privilege—especially when clients are deceased or incapacitated.
Patrick Bushell,
Harrison LLP, Chicago
Samantha Weissbluth,
Harrison LLP, Chicago 

Products specifications
CategoryEstate Planning & Probate
Program Date05/05/2025
Products specifications
CategoryEstate Planning & Probate
Program Date05/05/2025
Customers who bought this item also bought

Postmortem Tax Planning

P2209-25R-04
This session will give you some general advice on post-death tax planning, including information to help you with formal elections and estate administration decisions. Materials will include a checklist of elections and decisions to aid you in this process. Finally, there will be a discussion on using disclaimers.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.
$65.00

The Intersection of Real Estate and Probate

IRELA2511-R
This program discusses the handling of real estate in a decedent’s estate. After introducing the unique issues real estate can introduce into estate settlement, the program goes on to address topics and best practices helpful in resolving situations that can arise in this area.
$75.00

Post-Mortem Planning: Navigating Unimplemented Estate Plans After Death

P9004-25R-04B
Even the most meticulously crafted estate plan is ineffective if left unimplemented by the client prior to their passing. This session provides a practical guide for attorneys on managing unexecuted estate plans post-mortem. Explore the legal and procedural steps to address gaps, mitigate potential conflicts, and honor the client's intent. Topics include probate strategies, tax considerations, and working with heirs to achieve equitable outcomes. Learn how to turn challenges into opportunities for resolution and ensure a smooth estate administration process.Originally presented as part of Estate Planning Short Course 2025.
$65.00
Filters
Sort
display