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IIT Foreword to Counsel and Specimen Documents Tax Considerations This information is a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer

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What is for counsel use only?

For counsel use only refers to information or documents that are intended to be seen and used exclusively by legal counsel or attorneys.

Who is required to file for counsel use only?

Any individual or organization involved in a legal matter that requires legal representation may be required to file documents or information under 'for counsel use only'.

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To fill out for counsel use only, simply mark the document or information as 'for counsel use only' and ensure that only authorized legal personnel have access to it.

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The purpose of for counsel use only is to maintain the confidentiality of sensitive legal information and communications between clients and their legal representation.

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Any information or documents that are considered privileged or confidential and are meant to be exclusively shared with legal counsel should be reported under for counsel use only.

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