Taxes and Estate Planning

Participants will learn how to plan a response to an investigation addressing discrimination and harassment issues, including the planning of the investigation, the investigation, as well as a company’s response to a finding substantiating the investigation. The session will also address unique issues attorney investigators face in investigations that include warnings to witnesses, third-party attendees, and two key privileges: attorney-client privilege and the attorney work product doctrine. Finally, additional faculty members will join Kathryn and Thurston for a discussion on common but difficult occurrences in investigations involving race, gender and more. The issue will be covered from all sides; the investigator, in-house attorneys, employee and employment counsels. All will share practical advice on what to do when the issue has many gray areas.

When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.

When clients consider their “estate planning”, many readily note the need for a Will. In fact, estate planning encompasses much more, including preparation of various estate planning documents, coordination of beneficiary designations, and much more. This course addresses the basics for crafting the typical estate plan.