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You Textin' to Me? Robert De Niro Loses a Work Product Claim

Actor Robert De Niro's feud with a former production company manager has generated several opinions by Southern District of New York Magistrate Judge Katharine Parker. In Robinson v. De Niro, No. 19-CV-9156 (LJL) (KHP),...more

Why Is a D.C. Federal Court Analyzing a State "Control Group" Privilege Standard, but the Federal Work Product Rule?: Part II

Last week's Privilege Point addressed a D.C. federal court's application of the Illinois "control group" privilege standard in a transferred case. In South Capitol Bridgebuilders v. Lexington Insurance Co., Case No....more

Why Is a D.C. Federal Court Analyzing a State "Control Group" Privilege Standard, but the Federal Work Product Rule?: Part I

All but a handful of states apply what is called the Upjohn privilege standard – under which the attorney-client privilege can protect a corporation's lawyer's communication with any corporate employee who has information the...more

Ninth Circuit Mildly Praises Judge Kavanaugh’s Expansive Privilege Approach to Corporate Investigation Materials

Essentially all courts apply a "primary purpose" test when assessing privilege protection. But while on the D.C. Circuit Court, Judge Kavannaugh articulated a far more corporate-friendly standard in analyzing an internal...more

Court Assesses Foreign Communications' Privilege Protection

Most if not all United States courts apply what is called the "touch base" test when assessing privilege claims for foreign communications (to or from the U.S., or even totally overseas). That standard normally results in...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

New York State Court Recognizes a General Privilege Rule, But The S.D.N.Y. Carries It To An Astoundingly Impractical Extreme: Part...

Last week's Privilege Point described a New York state court's unsurprising articulation of the nearly universally-applied "primary purpose" standard, and listing of the usual type of documents that fail to satisfy that...more

New York State Court Recognizes a General Privilege Rule, But The S.D.N.Y. Carries It To An Astoundingly Impractical Extreme: Part...

Every lawyer knows that attorney-client privilege protection depends on a communication’s "primary" or "predominant" purpose. A handful of courts have been inching toward a more expansive view (which will be the subject of a...more

Court Explains How Employee-to-Employee Emails Can Deserve Privilege Protection

Because privilege logs necessarily contain logistical but not content-based information about withheld documents, adversaries sometimes challenge privilege protection because no lawyer sent or received a withheld document....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

Does Disclosing Work Product Trigger a Subject Matter Waiver?

Disclosing attorney-client privileged communications can trigger a subject matter waiver if made in a judicial setting to gain some advantage. This subject matter waiver danger reflects the classic "sword-shield" analogy with...more

Defendant Dodges a Bullet When Preparing a Two-Part Faragher-Ellerth Report

Based on two United States Supreme Court decisions, defendants sometimes may assert what is known as a "Faragher-Ellerth" affirmative defense to discrimination and harassment claims. To successfully assert that affirmative...more

Courts Address Work Product Issues: Part II

Last week's Privilege Point addressed litigants' need to identify the exact moment when they first anticipated litigation. Another work product issue involves the degree of protection afforded opinion work product....more

Courts Address Work Product Issues: Part I

Because work product protection applies only when the creator is in or reasonably anticipates litigation, a litigant asserting that protection must know exactly when that occurred. In other words, as of one moment the...more

Delaware Federal Court Cleverly Finesses Frequently Arising Privilege Issue

Nearly every court requires that litigants analyze possible privilege and work product protection for each attachment included in a withheld email or other document. This understandable approach raises an obvious question...more

Court Issues a Favorable Privilege Decision About an Investigation Report Resulting in an Employee's Firing

Courts frequently face a common scenario: an in-house lawyer investigates alleged employee misconduct, and prepares a report that the company relies on in firing the employee. Do such reports deserve privilege protection, and...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

Bad News and Good News About Communicating With Outside Auditors

One key distinction between attorney-client privilege protection and work product doctrine protection is their fragility. Disclosure to non-adverse third parties normally waives the former, but not the latter. In Breuder...more

Eighth Circuit and S.D.N.Y. Opinions Highlight Common-Sense Strategy to Maximize Privilege Protection

While lawyers should familiarize themselves with the sometimes counter-intuitive and nuanced privilege law, they should never lose sight of the nitty-gritty of courts' application of that law. The attorney-client privilege...more

Courts Differ on the Meaning of the Work Product Rule's "Anticipation" and "Litigation" Elements: Part II

Last week's Privilege Point addressed courts' differing interpretations of the work product rule's "anticipation" element. Fed. R. Civ. P. (26)(b)(3)'s and parallel state rules' "litigation" element also requires courts'...more

Courts Differ on the Meaning of the Work Product Rule’s "Anticipation" and "Litigation" Elements: Part I

Fed. R. Civ. P. 26(b)(3)'s and parallel state work product rules apply to documents and tangible things prepared "in anticipation of litigation or for trial." But the Rule does not specify the degree of required...more

What Is the Garner Doctrine, and Why Is It Dangerous?

Under what is called the "fiduciary exception," a fiduciary's beneficiary sometimes may access otherwise privileged communications between the fiduciary and its lawyer – based on the law's artificial identification of the...more

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