Ethics & Specialty Credits

4.54

Attorney-Client Privilege: New Risks and Challenges

Credits Available
Credit Status Total
California MCLE Paralegal Approved 2 Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Upon Request 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Upon Request 2 Total
Kentucky CLE Approved 2 Total
Louisiana CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Dakota CLE Approved 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Approved 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Upon Request 2 Total
Delaware Certified Paralegal Program Approved 2 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 2 Total
Montana CLE Credit for Paralegals Approved 2 Total
New Mexico Paralegal Division, State Bar of Approved 2 Total
Ohio Certified Paralegals Approved 2 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 2 Total
OnDemand
1 hours 58 minutes
Emily Mahler
Michael Gorby
Louis Cohan
With Emily E. Mahler from Margolis Edelstein + 2 others
Recorded February 24, 2026.
Product ID 101541

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Overview

One Mistake Away: Top Missteps That Can Derail Attorney-Client Privilege

Imagine a world where every client conversation is safeguarded from unwarranted disclosure because you understand when attorney-client privilege applies - and when it doesn't. This course can help! Join our knowledgeable faculty as they bring you up to date on the latest challenges and best practices for protecting attorney-client privilege. Determine when dual-purpose communications between a lawyer and their client are safeguarded, identify key privilege risks posed by generative AI in legal practice, and more. Register today!

  • Review the ins and outs of attorney-client privilege.
  • Stay informed of the latest updates concerning privilege risks.
  • Discover common attorney misunderstandings about the privilege rule.
  • Delve into the effects of non-attorney law firm ownership on privilege.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Steven Sorenson.

Abbreviated Agenda

  1. What Is Attorney-Client Privilege?
  2. What Is New?
  3. Impact of Non-Attorney Law Firm Ownership on Privilege
  4. The Biggest Misunderstandings About the Privilege Rule

Related Topics

Product ID 101541

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 2 Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Upon Request 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Upon Request 2 Total
Kentucky CLE Approved 2 Total
Louisiana CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Dakota CLE Approved 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Approved 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Upon Request 2 Total
Delaware Certified Paralegal Program Approved 2 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 2 Total
Montana CLE Credit for Paralegals Approved 2 Total
New Mexico Paralegal Division, State Bar of Approved 2 Total
Ohio Certified Paralegals Approved 2 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 2 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. What Is Attorney-Client Privilege?

  2. What Is New?

    1. Upholding the “Business-Purpose” Ruling
    2. Government Actions Affecting Attorney-Client Privilege
    3. Dual-Purpose Communications and Attorney-Client Privilege
    4. Expansion of the Crime-Fraud Exception
    5. Forensic Department Communications and Privilege Risks
    6. Risks From Generative AI and Confidentiality

  3. Impact of Non-Attorney Law Firm Ownership on Privilege

  4. The Biggest Misunderstandings About the Privilege Rule

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Emily E Mahler
Emily E.
Mahler
Margolis Edelstein
Michael J Gorby
Michael J.
Gorby
Gorby Peters Law
Louis R Cohan
Louis R.
Cohan
Cohan & Levy
Speaker bio
Emily E Mahler

Emily E. Mahler

Margolis Edelstein
Emily Mahler

is a partner in the Pittsburgh office in Margolis Edelstein's employment and labor law group. She represents employers in labor and employment litigation, including claims involving discrimination, harassment, retaliation, wrongful discharge, breach of contract and wage disputes. Ms. Mahler represents corporations, small businesses, nonprofit organizations and public entities. She appears regularly in federal and state courts throughout Pennsylvania and New Jersey, as well as before the U.S. Equal Employment Opportunity Commission, Pennsylvania Human Relations Commission, and other state and local administrative agencies. Ms. Mahler is a certified arbitrator in the Philadelphia Court of Common Pleas and Allegheny County Court of Common Pleas. She also counsels employers on employment policies, employee discipline and terminations, as well as compliance with the Americans with Disabilities Act, Family Medical Leave Act, Fair Labor Standards Act, Fair Credit Reporting Act, Equal Opportunity Reporting Act, Truth in Lending and identity theft, and other state and federal regulations. Ms. Mahler drafts and assists employers with implementation of employee manuals, policies and procedures. She also drafts and provides guidance on severance agreements, noncompete and confidentiality agreements. Ms. Mahler earned her B.A. degree from Pennsylvania State University and her J.D. degree from Temple University James E. Beasley School of Law.

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Speaker bio
Michael J Gorby

Michael J. Gorby

Gorby Peters Law
Michael Gorby

is a founder and partner with Gorby Peters Law. He is a nationally recognized leader in complex corporate disputes, professional negligence cases, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings and other public venues. Since 1998, Mr. Gorby has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia), on the topic of premises liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its third edition. Mr. Gorby serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts, and is also a registered mediator. He earned his B.A. degree from Georgia State University and his J.D. degree from the University of Georgia School of Law.

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Speaker bio
Louis R Cohan

Louis R. Cohan

Cohan & Levy
Louis Cohan

founded Cohan Law Group, L.L.C., and has been a trial lawyer for more than 30 years. He has been recognized for his trial experience by admission into the American Board of Trial Advocates. Mr. Cohan has litigated more than $900 million in claims for his clients and recently secured a verdict in excess of $66 million in a fraud case. He has done work in breach of contract, fraud, injunctive relief, punitive damages, employment, trade secrets, real estate, construction and construction defects, and civil rights litigation. Mr. Cohan's practice is concentrated on business litigation and employment litigation, as well as civil litigation. He earned his B.S. degree from the University of Georgia and his J.D. degree from Emory School of Law. Mr. Cohan has served as chair of the Litigation Section, the largest section of the Atlanta Bar Association. He has also chaired the Small Firm Section of the Atlanta Bar Association. Mr. Cohan has served on the Board of Directors for the Atlanta Bar Association; and has chaired the Atlanta Bar Foundation, the charitable arm of the Atlanta Bar Association. He has received awards and recognition for his community and legal work. These awards include Super Lawyer, Legal Elite, Martindale-Hubbell's preeminent AV rating, American Board of Trial Advocates, America's Top 100 Attorneys, and the Celebrating Service Award. For many years, Mr. Cohan has chaired the Legal Run Around 5k road race, raising money for the children of injured and fallen Atlanta Police Department officers.

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