The Planner Crafts the Record; The Litigator Exploits It: Critical Communications Throughout the Trust Lifecycle and E-Discovery

Every communication is written for today’s client, but eventually may be read by tomorrow’s judge. The planner creates the evidentiary record. Years later, the litigator lives or dies by it. This presentation will discuss critical communications with your planning and litigation clients, best practices, and how an estate planning file, as well as other information, can be used in litigation.

Speakers:

• Alexandra M. Banis, Associate, Sheppard
• Nicole M. Bouyea, Associate, Sheppard