Trusts and Estates

Ca. Trs. & Estates Quarterly 2021, Volume 27, Issue 3

LET’S GET DIGITAL! ESI IN TRUST AND ESTATE LITIGATION, PART II

By Scott A. Fraser, Esq.* and Matthew R. Owens, Esq.**

MCLE Article

I. INTRODUCTION

This article is Part II of a two-part series focusing on e-discovery rules relevant to trust and estate litigators. Part I was published in Volume 27, Issue 2, of the Trusts and Estates Quarterly. The goal of the two-part series is to arm the reader with the tools needed to properly conduct and respond to e-discovery in an efficient and effective way. This Part II focuses on responding to requests for electronically stored information ("ESI"), asserting appropriate objections, and compelling production of ESI in trust and estate litigation matters.

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