Exploring Privilege in an Estate Planning Context
Registration and cocktails
5:15pm – 5:45pm
Dinner
5:45pm – 6:30pm
Program
6:30pm – 7:30pm
RESERVATIONS
RSVP
by Friday, Feb. 14th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
This session will provide practical tips with some discussion on recent developments in audits and case law related to privileges applicable to estate planning, with a particular focus on planning with family limited partnerships
Topics addressed will include:
● The attorney-client privilege – what it protects and what it might not
● The attorney-work product doctrine – when it kicks in and other implications
● Doctor-patient privileges – whether there is such a thing in the federal tax context
● The tax practitioner privilege – when to rely on it and when not
● Preserving all applicable privileges and when to consider waiving them
About Stephanie Loomis-Price
Stephanie Loomis-Price is a shareholder in Winstead’s Wealth Preservation Practice Group, where she handles federal gift and estate tax litigation against the Internal Revenue Service across the country, as well as state fiduciary and probate controversy work in Texas courts. She also counsels clients nationally regarding complex estate administration and litigation and audit risk minimization.
Board Certified in Estate Planning and Probate Law, Stephanie is a Regent and Fellow of the American College of Trust and Estate Counsel (ACTEC), where she serves as Chair of the Business Planning Committee. In addition, Stephanie serves as Chair Elect for the Real Property, Trust & Estate Law Section of the American Bar Association.
On tax matters, Stephanie has represented clients before the United States Tax Court, the United States Court of Federal Claims, and United States Court of Appeals for the Fifth, Eighth, and Eleventh Circuits in such ground-breaking cases as Bongard, Christiansen, Cook, Dunn, Hendrix, Holman, Jameson, Kerr, McCord, Petter, and Stone.
A graduate of The Georgetown University Law Center, Stephanie has been recognized in The Best Lawyers in America publication, as one of the Top 50 Women attorneys in Texas by Texas Monthly, and in Who’s Who Legal: Private Clients. She was recently recognized as Federal Tax Lawyer of the Year – USA by Corporate LiveWire and was inducted into the National Association of Estate Planners & Councils Hall of Fame in 2018. She is a past recipient of the Excellence in Writing Award by Probate & Property and of the Judge Thomas Gibbs Gee Award for Outstanding Pro Bono Service. Stephanie lives in the Houston area with her husband, Larry Loomis-Price, and their two sons, Connor and Corwin.
