• Judi Cunningham

Balancing Collaboration with the Attorney-Client Privilege

Updated: Nov 12, 2019

Collaboration is increasingly becoming the foot- path for advisors to proceed forward within the context of family wealth and estate planning. Whether face-to-face or cloud-based, authentic collaboration is often a highly suggested best practice today. The National Association of Estate Planners & Councils, for example, recommends that all accredited estate planner designees continue sharpening their skillsets to engage more fully in a collaborative process, in which their multi-disciplinary teams commit more fully to mutual communication, cooperation and coordination for a client-centric and synergistic outcome.

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