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Courts Deal With a Review of Privilege Rulings

In federal courts, it is nearly impossible to successfully file an interlocutory appeal of a trial court’s order requiring production of privileged documents — despite the obvious “cat out of the bag” nature of such rulings....more

Court Takes Expansive View of an Implied Waiver: Part II

Last week’s Privilege Point described an opinion requiring a corporate party’s witness to disclose communications with his Latham & Watkins lawyers, because he confirmed with that firm his own “commercial understanding” about...more

Court Takes Expansive View of an Implied Waiver: Part I

Unlike an intentional or unintentional express waiver involving actual disclosure of a privileged communication, a litigant can trigger an implied waiver by relying on the fact of such a privileged communication rather than...more

The Worrisome Nature of “Discovery About Discovery”

Aggressive plaintiffs sometimes try to generate a “side show” by challenging corporate defendants’ discovery responses (usually their document productions). Although federal courts have thankfully moved in the direction of...more

Do Not Forget the Consequences of Judges’ Role in Assessing Privilege Protection

In both the federal and state judicial systems, judges assess privilege and work product protection claims — sometimes coordinating with judges at other levels. But there is a lurking unspoken risk that some lawyers may...more

Educate Your Clients About Two Basic Privilege Misperceptions

Attorney-client privilege protection depends on a communication’s content — which must be primarily motivated by the client’s request for legal advice....more

Courts Disagree About Privilege Log Requirements: Part II

Last week’s Privilege Point described one court’s incredible requirement that litigants identify everyone who learned of a withheld document’s content — even if they were not shown as a recipient....more

Courts Disagree About Privilege Log Requirements: Part I

All or nearly all courts require litigants to log documents withheld on privilege or work product grounds (with an exception discussed next week). But they disagree about what the log should include — with some courts taking...more

Does Disclosure During Settlement Negotiations Waive Work Product Protection?

For obvious reasons, the law encourages settlements. During settlement negotiations, participants may be tempted to disclose work product-protected documents or intangible communications. Can participants or even third...more

What’s the Deal With “Intangible” Work Product? Part III

The last two Privilege Points (Part I and Part II) explained that the 1947 U.S. Supreme Court decision in Hickman v. Taylor, 329 U.S. 495 (1947), created a common law protection for litigation-related tangible and intangible...more

What’s the Deal With “Intangible” Work Product? Part II

Last week’s Privilege Point explained that nearly every court extends work product protection beyond the “documents and tangible things” specified in Fed. R. Civ. P. 26(b)(3) and understandably mentioned in a recent Southern...more

What’s the Deal With “Intangible” Work Product? Part I

The “work product” doctrine provides an entirely separate protection from the attorney-client privilege. Unlike the privilege, the work product doctrine is not ancient, normally not absolute, and not fragile. The many...more

Two Federal Court Decisions in Three Days Misapply the General Choice of Laws Rules in Diversity Cases: Part III

The last two Privilege Points have addressed some federal courts’ inexplicable application in diversity cases of their host states’ substantive privilege law rather than their host states’ choice of law rules. Some states...more

Two Federal Court Decisions in Three Days Misapply the General Choice of Laws Rules in Diversity Cases: Part II

Last week’s Privilege Point noted that some federal courts erroneously apply their host state’s substantive privilege law rather than properly applying their host state’s choice of law rules — which might result in another...more

Two Federal Court Decisions in Three Days Misapply the General Choice of Laws Rules in Diversity Cases: Part I

Not surprisingly, federal courts handling federal question cases apply federal common law privilege principles (essentially textbook-type generic rules). Federal courts sitting in diversity cases must comply with Federal Rule...more

Two Courts Address the Two Greatest Risks to Internal Corporate Communications’ Privilege Protection: Part II

Last week’s Privilege Point described the illogical but scary Vioxx doctrine, which some courts apply to deny privilege protection ab initio to intra-corporate communications simultaneously seeking advice both from lawyers...more

Two Courts Address the Two Greatest Risks to Internal Corporate Communications’ Privilege Protection: Part I

Lawyers representing corporations all recognize the privilege waiver risk of disclosure to outsiders. But there are two huge risks to privilege protection even for internal corporate communications. Pointing to the “primary...more

What Can Corporations Safely Share With Their Auditors?

Corporations risk waiving their fragile privilege protection by sharing protected communications with even the friendliest outsiders — such as their retained public relations consultants, etc. They must disclose some...more

Can Any Data Breach Investigation Report Deserve Protection? Part III

The last two Privilege Points have described yet another losing effort to protect a data breach investigation and related communications. In Leonard v. McMenamins Inc., Case No. C22-0094-KKE, 2023 U.S. Dist. LEXIS 217502...more

Can Any Data Breach Investigation Report Deserve Protection? Part II

Last week’s Privilege Point described a data breach victim’s latest losing effort to claim privilege protection for its consultant’s investigation report. Leonard v. McMenamins Inc., Case No. C22-0094-KKE, 2023 U.S. Dist....more

Can Any Data Breach Investigation Report Deserve Protection? Part I

Companies and even law firms suffer data breaches, and usually claim privilege and work product protection for the inevitable resulting investigation. Unfortunately, courts seem to have rejected such protection claims in all...more

Former Employees Can Have Privileged Communications With Their Former Employer’s Lawyer, but Cannot Waive Its Privilege

In all but a few states, the attorney-client privilege can protect a company’s lawyer’s communications with former company employees — as long as the communications focus on the former employees’ tenure at the company. But in...more

Sending an Adversary a Draft Complaint Does Not Waive Privilege or Work Product Protection

Would-be litigants sometimes send a draft complaint to the would-be adversary — either to deter their bothersome conduct or to spur settlement talks. That scenario frequently raises defamation issues — with states taking...more

Can Litigants on Opposite Sides of the “v.” Ever Enter Into a Common Interest Agreement?

Separately represented clients sometimes may avoid the normal waiver implications of sharing privileged communications by entering into a common interest agreement — but such contractual arrangements frequently do not work....more

Attorney-Client Privilege Lasts Forever —  What About Work Product Protection?

Attorney-client privilege protection lasts forever, but determining work product doctrine protection’s duration presents a more subtle analysis. Most courts protect work product if it is sought in later litigation related in...more

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