Are an Estate Planner’s Notes Protected by the Attorney Work Product Doctrine?
Andrew Verriere Attorney Work Product Doctrine Attorney-Client Privilege Ciaran O’Sullivan Code of Civil Procedure section 2018.20 Code of Civil Procedure section 2018.230 Estate Planner’s Notes Estate Planning Evidence Evidence Code section 957 Evidence Code section 960 Evidence Code section 961 Financial Elder Abuse Mental Capacity Undue Influence Will/Trust Contests
February 28, 2022
EXTERNAL URL: https://www.trustontrial.com/2022/02/are-an-estate-planners-notes-protected-by-the-attorney-work-product-doctrine/
AUTHORS: Downey Brand
California law is surprisingly unclear as to whether the notes of an estate planning attorney are protected from discovery by the attorney work product doctrine.