[WSBAPT] Informal poll re: emailing draft documents to clients

Lewis, Amy C. ALewis at Eisenhowerlaw.com
Thu Jan 30 18:12:47 PST 2014


I email drafts all the time – perhaps too freely.  I’m interested to hear
what others have to say.

 

Amy C. Lewis, Attorney



ESTATE PLANNING & PROBATE

1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 |  <http://www.eisenhowerlaw.com/>
www.eisenhowerlaw.com


From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of elizabeth dronkert
Sent: Thursday, January 30, 2014 5:05 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Informal poll re: emailing draft documents to clients
Sensitivity: Confidential

 

Hello listmates,

 

In reviewing my own policies, I’m curious to know how many of you have “no
emailing of draft documents” policies.  Or, if you do email them, are
there conditions you place on doing so? Have any of you reversed your
positions on emailing draft documents – in either direction?  If so, your
willingness to share thoughts would be most appreciated.  Thank you.
Elizabeth Marie

EPMF logo Final_small-horizontal (3)

Elizabeth M. Dronkert,  Attorney

755 Winslow Way East, Suite 202

Post Office Box 10368

Bainbridge Island, Washington   98110

(206) 780-4455

 

Receipt of this e-mail does not create an attorney-client relationship.
This message is confidential and may be protected by the attorney-client
privilege; it is intended only for the use of the individual(s) named
above.  If you are not an intended recipient, please be advised that any
dissemination, distribution, or copying of this communication is strictly
prohibited.  If you have received this e-mail in error, please immediately
notify the sender by telephone (206-780-4455) or e-mail, delete this
message from your files, and return any printed copies to the sender by
U.S. mail.   Thank you.  

CIRCULAR 230 DISCLOSURE: Any tax advice contained in this communication
(including any attachments) is not intended or written to be used, and
cannot be used, for the purpose of (i) avoiding penalties that may be
imposed under the Internal Revenue Code or (ii) promoting, marketing or
recommending to another party any transaction, arrangement, or other
matter

 

=======================
- To contact the list administrator, send a message to:
<mailto:webmaster at wsbarppt.com> webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 


 IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
accompanying it) may contain confidential information, including
information protected by attorney-client privilege. The information is
intended only for the use of the intended recipient(s). Delivery of this
message to anyone other than the intended recipient(s) is not intended to
waive any privilege or otherwise detract from the confidentiality of the
message. If you are not the intended recipient, or if this message has
been addressed to you in error, do not read, disclose, reproduce,
distribute, disseminate or otherwise use this transmission. Rather, please
promptly notify the sender by reply e-mail, and then destroy all copies of
the message and its attachments, if any.

 

IRS Circular 230 Disclaimer: To ensure compliance with requirements
imposed by the IRS, we inform you that to the extent this communication
contains advice relating to a federal tax issue, it is not intended or
written to be used, and it may not be used, for (i) the purpose of
avoiding any penalties that may be imposed on you or any other person or
entity under the Internal Revenue Code or (ii) promoting or marketing to
another party any transaction or matter addressed herein.




  _____  

This email has been scanned for email related threats and delivered safely
by Mimecast.
For more information please visit http://www.mimecast.com 
  _____  


=======================
- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 46108 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20140130/7591e29c/winmail-0001.dat>


More information about the WSBAPT mailing list