The Estate Planner’s Guide to Responding to a Subpoena for a Client File and Deposition

Event Description

Deadline to Register:  March 3, 2020

Lunch will be provided.  Registration will begin at 11:30 am.  The program will begin at 12:00 pm.

The presentation will cover the common contents of an estate planning file and discuss how proper file management can reduce risk in the event a file is ever requested via subpoena. It will then address steps estate planners should take when responding to a subpoena and discuss issues that arise after a subpoena is served, including application of the attorney client privilege, applicable ethical rules, and what to expect in the event of a deposition.

This program is sponsored by the MSBA Probate and Trust Section Litigation and Dispute Resolution Committee.


Brian Dillon, Lathrop GPM
Casey D. Marshall , Bassford Remele
Teresa Molinaro , Molinaro Davis Law
Kimberly A. Prchal , Blahnik Prchal & Stoll

CLE Credits:

1.0 Standard CLE Credit approved | Event Code: 292790


Section Member:  $10
MSBA Member not in the section:  $30 (or see offer below)
Non-MSBA Member:  $35
Law Student: Fre

Join the Probate and Trust Law Section: MSBA members who are not members of this Section can join the Section and attend this CLE for free.  Click here to add the section to your membership and then contact Tram Nguyen at 612-278-6316, to register for the CLE at no charge.

Remote Participation: 

Remote participation is available. Please indicate this option when registering. Instructions will be emailed to you the day prior to the CLE. 

Want more information about the Probate and Trust Law Section
To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Questions? Contact | 612-278-6316

The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify Tram Nguyen via 612-278-6316 or email:  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations.

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Pre-Registration is Closed

Thursday, March 5, 2020

12:00 PM to 1:00 PM

Lathrop GPM Minneapolis, MN United States