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Federal and State Courts Issue Helpful Investigation-Related Decisions: Part II

Last week’s Privilege Point described a federal court case holding that explicit reliance on a consultant's investigation waived fact work product protection related to the investigation — but not opinion work product...more

State Courts Offer Some Hope for Adverse Privilege Rulings' Interlocutory Appeals

Federal courts have eliminated nearly any chance for unsuccessful trial court litigants to immediately appeal adverse privilege or work product rulings – inexplicably rejecting the obvious "cat out of the bag" nature of such...more

The Strange Fiction of Rule 30(b)(6)

Under Fed. R. Civ. P. 30(b)(6), a litigant seeking a corporate adversary's deposition may insist that the corporation designate an individual to testify on the corporation's behalf about designated topics. The concept makes...more

Texas Federal Court Applies the “At Issue” Waiver Doctrine

It seems obvious that corporations do not waive privilege protection by disclosing privileged communications to their own board members. But what about outside board members receiving such communications where they work or...more

Privilege Implications of Spousal Communications

Most courts hold that the incredibly fragile attorney-client privilege can be waived by disclosure even to family members (such as Martha Stewart’s disclosure to her own daughter). The separate "spousal privilege" recognized...more

Drawing the Line Between a Privileged Communication’s Occurrence and Its Content

All or most courts assessing deposition objections distinguish between questions focusing on: (1) the occurrence of a privileged communication; and (2) its content. Not surprisingly, that line can sometimes be hard to draw....more

Client Consultants' Role Can Change Over Time, With Differing Waiver Implications

Some lawyers erroneously assume that the fragile attorney-client privilege protection normally survives disclosure (by them or by their clients) to the client’s consultant/agent. That can be true in very limited...more

Supreme Court Fumbles Attempt to Define Privilege Standard: Part I

On January 23, 2023, the U.S. Supreme Court took the unusual step of dropping a case after oral argument. In re Grand Jury, 23 F.4th 1088 (9th Cir.), cert. granted, 143 S. Ct. 80 (2022), cert. dismissed as improvidently...more

The Common Interest Doctrine — Courts' Disagreements and a Warning: Part II

Last week's Privilege Point described two courts taking the opposite position on whether the common interest doctrine could protect from waiver otherwise privileged communications among common interest agreement participants...more

The Common Interest Doctrine — Courts' Disagreements and a Warning: Part I

The common interest doctrine can sometimes protect from the otherwise harsh privilege waiver impact normally triggered by the sharing of privileged communications among separately represented clients. Courts take widely...more

Texas Courts' Contradictory Approach to the Common Interest Doctrine

The common interest doctrine sometimes allows separately represented clients to avoid the normal privilege waiver implications when sharing their privileged communications. Unfortunately for lawyers hoping for certainty,...more

Delaware Court Addresses the Privilege Implications of an Evenly Split Corporate Board’s Feud

Not surprisingly, Delaware state courts frequently address privilege issues triggered by corporate board disputes. Those often guide other states' courts' analyses of similar scenarios....more

Northern District of California Court Repeats Commonly Articulated Incorrect but Harmless Statement About Common Interest Doctrine

The common interest doctrine can sometimes protect communications between separately represented clients that would otherwise trigger a waiver – if those clients share an identical (or nearly identical, in some courts) legal...more

Adversaries Normally Can Explore Background Facts About Communications Withheld as Privileged

Attorney-client privilege protection focuses on communications' content, but those communications' context can shed light on their primary purpose, possible inapplicability because of third parties' presence, etc. So...more

Courts Wrestle With the "Facts" vs. "Communications" Dilemma: Part II

Last week's Privilege Point described a court's careful delineation between the logistics (time, place, etc.) of a privileged communication and such communications' explicit or implicit privileged content. The stakes...more

Courts Wrestle With the "Facts" vs. "Communications" Dilemma: Part I

In all or nearly all circumstances, historical facts do not deserve privilege protection – something either happened or it didn't happen. The privilege can protect communications about those historical facts. To make matters...more

Can a Single Member of a Multimember Board Waive an Institution's Privilege?

Lawyers sometimes represent institutions governed by multimember boards. Those members frequently receive privileged communications from the institution's lawyers. Under the majority rule, an institution's upper and even...more

Federal Court Coins a Useful Common Interest Doctrine Phrase: "Rooting Interest"

The widely misunderstood common interest doctrine occasionally allows separately represented clients to avoid the normal disastrous waiver implications of sharing privileged communications. Among other requirements, most...more

Beach Boys Author of "I Get Around" Sued by Plaintiffs Whose Lawyer Moves Around

Lawyers who practice law "systematically and continuously" or even temporarily in states where they are not licensed confront unauthorized practice of law and multijurisdictional statutes and rules. Does attorney-client...more

S.D.N.Y. Deals With Spouses and Law Firm Emails: Part I

Most states have adopted some variation of what is called the "spousal privilege" or "marital privilege." Those usually appear in statutes or rules, and dramatically vary from state to state. For obvious reasons, spouses'...more

The Privilege Always Protects Communications Among Jointly Represented Corporate Affiliates, Right?

Corporate parents' in-house lawyers' joint representations of the parent and its wholly-owned subsidiaries should cinch their communications' attorney-client privilege protection. Additional grounds for such privilege...more

Adversaries on Some Litigation Issues Might Share a "Common Interest" on Other Issues

The unpredictable and frequently rejected common interest doctrine can sometimes avoid what would otherwise be a waiver when separately represented litigants share privileged communications or documents. Many clients and even...more

Having a Big Law Firm Hire a Public Relations Consultant Does Not Assure Privilege or Work Product Protection

Just as some clients think that copying a lawyer cinches privilege protection, even sophisticated clients relying on well-known law firms might erroneously believe that having those law firms hire a public relations...more

"At Issue" Waivers Implicate Subtle Distinctions

The frighteningly unpredictable "at issue" waiver doctrine can strip away attorney-client privilege protection when the client seeks some legal advantage by putting "at issue" its knowledge, ignorance, conduct, etc. This type...more

How Do Courts Assess the "Need to Know" Standard?

Most if not all courts recite the tenet that corporations can lose their privilege protection for privileged documents circulated within the corporation to employees beyond those with a "need to know." One might think that...more

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