Privileges, Kovels, Settlements, and Ethics Rules | What You Don’t Know CAN Hurt You | and Your Clients!

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.

Kyle Brehm | Fredrikson & Byron
Ken Levinson | Fredrikson & Byron
Ben Wagner | Wagner Tax Law

CLE Credits:
1.0 Ethics CLE Credit approved | Event Code: 488093

MSBA Members:  $29.95
Non-MSBA Members:  $64.95



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