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Privilege, Work Product and Litigation Holds: Part II

Last week's Privilege Point described a court's understandable decision not to address an attorney-client privilege claim when a defendant had successfully claimed work product protection that the plaintiff could not...more

Courts Confirm Privilege Protection's Availability For Employee-to-Employee Communications

Given privilege logs' listings of withheld documents' authors and recipients, it should come as no surprise that adversaries frequently challenge privilege protection for documents not sent by or to companies' lawyers. In...more

When Can An Adversary Overcome A Litigant's Work Product Protection?

Unlike the absolute attorney-client privilege, adversaries can obtain a litigant's work product if they have "substantial need" for the work product, and cannot obtain its "substantial equivalent" without "undue hardship."...more

How Does The Subject Matter Waiver Doctrine Apply In The Work Product Context?

Many lawyers fear that disclosing attorney-client privileged communications might trigger a subject matter waiver – requiring disclosure of additional related privileged communications. Fortunately, that risk has diminished...more

Work Product Protection Sometimes Involves Subtle "Morphing" Of Clients' Motivations

The work product doctrine sometimes involves clients' primarily business motivation "morphing" into litigation-related motivation – thus entitling the clients to work product protection....more

When Must Parties Present Evidentiary Support For Withholding Protected Documents?

Although the federal and most if not all state rules do not explicitly require privilege logs, all or nearly all courts demand that parties withholding protected documents describe them with specificity in a log. And all...more

Claiming Privilege Protection Too Late Or Too Early Can Lead To Bad Results

The attorney-client privilege's and the work product doctrine's holders must assert those protections as early as possible in the discovery process. But they also must remember the ramifications of such assertions....more

Can Business Persons' Access to Work Product Doom a Work Product Claim?

The work product doctrine can protect documents primarily motivated by litigation or anticipated litigation, rather than prepared in the ordinary course of business or motivated by some other non-litigation purpose. But...more

Courts Issue Conflicting Work Product Doctrine Opinions: Part II

Last week's Privilege Point discussed a New York federal court's and a New York state court's opposite positions on a key work product issue. Courts also disagree about whether the work product doctrine can extend to...more

Privilege and Work Protection For Lawyers' Communications With Third Parties and Reports of Those Communications: Part I

Lawyers' communications with the third parties generally cannot deserve privilege protection, but what about work product protection? In Booth v. Galveston Cty., Civ. A. No. 3:18-CV-00104, 2018 U.S. Dist. LEXIS 181063...more

Court Applies a Key Sporck Doctrine Element

Most courts recognize a doctrine first articulated in Sporck v. Peil, 759 F.2d 312 (3d Cir. 1985), which protects as opinion work product lawyers' selection of intrinsically unprotected documents, witnesses, etc. – if that...more

Courts Deal With Standing to Assert Privilege and Work Product Protections

When a privilege owner shares protected documents with third parties without waiving the protections, who must or can protect those documents from adversaries' discovery? Can the third parties who possess the protected...more

Court Demands That Defendant Identify Those With Access to Privileged Documents

Understandably, clients can rarely if ever claim privilege protection for preexisting documents they send to their lawyers. But clients also send their lawyers in-progress documents about which they want lawyers' advice, and...more

How Do Clients Successfully Assert Privilege Protection for Draft Documents They Send to Lawyers for Review?

Understandably, clients can rarely if ever claim privilege protection for preexisting documents they send to their lawyers. But clients also send their lawyers in-progress documents about which they want lawyers' advice, and...more

Court Criticizes Corporation's Sneaky "Tactic" to Avoid Discovery

Corporations claiming attorney-client privilege protection for their emails must prove that the emails were primarily motivated by their need for legal advice. Simply adding lawyers' names as direct or copy recipients does...more

Court Analyzing the Work Product Doctrine Explains the "Ordinary Course of Business" Concept

Corporations creating documents in the "ordinary course of business" normally cannot claim work product protection, because they were not motivated by anticipated litigation. But the work product doctrine actually requires a...more

Another Court Inexplicably Rejects a Work Product Claim Because No Lawyer Was Involved

Some courts seem to ignore the plain language of the federal work product rule or state parallels by requiring lawyers' involvement. In Rafferty v. KeyPoint Government Solutions, Inc., the court correctly quoted the...more

Remember Courts' Privilege-Related Local Rules

Lawyers familiar with abstract and even case-specific substantive privilege and work product-related principles must keep something else in mind. Many if not most courts have also adopted local rules that might affect the...more

Plaintiff Who Videotaped the Defendant's Lawyer and Expert Loses His "Karma" Work Product Argument

Nearly every court protects as work product personal injury defense lawyers' secret surveillance videotapes of plaintiffs engaging in activities that belie their injury claims. Not surprisingly, those courts normally require...more

Court Applies Unique Government Attorney-Client Privilege Principle

In the corporate world, the attorney-client privilege does not protect communications to or from corporate lawyers acting in a business role. An analogous principle can deprive governments of their attorney-client privilege...more

Courts Debate Work Product Issues: Part III

The last two Privilege Points have addressed courts' troubling disagreements about the meaning of two federal rule sentences articulating the important work product doctrine protection. Surprisingly, courts cannot even agree...more

If a Court Decides That a Document Deserves Work Product Protection, Should the Court Also Deal With a Privilege Claim?

Wise lawyers always consider both attorney-client privilege and work product protection when withholding a document or testimony. Privilege protection is absolute but fragile. Work product protection is qualified but...more

The Trouble with Drafts: Part II

Last week's Privilege Point discussed a decision holding that the privilege did not protect in-progress drafts of documents whose final version will be disclosed to third parties. In re Sygenta AG MIR 162 Corn Litig., MDL...more

Can a Litigant Ever Use at Trial Privileged Documents Withheld from Discovery?

In nearly every situation, courts understandably refuse to allow litigants to use any privileged communications at trial that they withheld from discovery. Is there any situation in which litigants can avoid such a...more

Court Applies the Sporck Doctrine

The work product doctrine involves many more varied and practical aspects than the attorney-client privilege. Among other things, heightened opinion work product protection can sometimes protect lawyers' selection of...more

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