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AI, Attorney-Client Privilege, and Confidentiality: Ethical Implications of United States v. Heppner

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Maine CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Live Online + OnDemand
1 hour
Moish Peltz
With Moish E. Peltz from Falcon Rappaport & Berkman LLP

Wed, Apr 15, 00:00 AM – 00:00 PM

Product ID 102240

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$199

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OnDemand content will be available within 7 days of event date.

Overview

Recent Case Raises Hard Questions About AI and Confidentiality

A recent federal court ruling held that non-lawyer communications with artificial intelligence (AI) are not protected by attorney-client privilege or the work-product doctrine. This ruling is the first of its kind, and it creates new ethical risks for attorneys. Are you on top of the latest developments? In this updates course, our knowledgeable faculty explores the ethical implications of United States v. Heppner. Don't let AI become an ethical minefield - register today!

  • Get an overview of the ethical risks raised by United States v. Heppner.
  • Discover why the attorney-client privilege and the work-product doctrine failed.
  • Examine best practices for safeguarding privilege in the era of AI.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Overview of United States v. Heppner: Background and Ethical Context
  2. Attorney-Client Privilege: Why It Didn't Apply
  3. The Work-Product Doctrine: Why It Failed
  4. Preserving Attorney-Client Privilege and Confidentiality in the Age of AI: Best Practices
  5. Developing Policies on AI Use: What Attorneys Need to Know
  6. Key Takeaways for Legal Professionals

Related Topics

Product ID 102240

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Maine CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. AI, Attorney-Client Privilege, and Confidentiality: Ethical Implications of United States v. Heppner

    1. Overview of United States v. Heppner: Background and Ethical Context
    2. Attorney-Client Privilege: Why It Didn't Apply
    3. The Work-Product Doctrine: Why It Failed
    4. Preserving Attorney-Client Privilege and Confidentiality in the Age of AI: Best Practices
    5. Developing Policies on AI Use: What Attorneys Need to Know
    6. Key Takeaways for Legal Professionals

Who Should Attend

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

Speakers

Moish E Peltz
Moish E.
Peltz
Falcon Rappaport & Berkman LLP
Speaker bio
Moish E Peltz

Moish E. Peltz

Falcon Rappaport & Berkman LLP
Moish Peltz

is co-managing partner of the New York City office of Falcon Rappaport & Berkman LLP. He co-chairs FRB's Digital Assets Practice Group and chairs FRB's Intellectual Property Practice Group. Mr. Peltz oversees coordination between the Digital Asset Practice Group and all other practice groups of the firm, to ensure that the firm's clients receive the benefit of FRB's full-service approach, custom tailored to the unique issues presented by the blockchain industry. He also advises numerous venture technology companies on emerging technology and blockchain matters, with a focus on the intersection of IP and blockchain. Mr. Peltz has been advising cryptocurrency ventures since 2014, and combines his knowledge of the blockchain with a decade of IP and business law experience where he helps entrepreneurs grow their businesses and brands and resolve disputes. His practice encompasses both transactional and business litigation matters. Mr. Peltz's practice also focuses on U.S. and worldwide trademark prosecution and enforcement, including litigation before the Trademark Trial and Appeal Board (TTAB). His previous experience includes working at a premier IP law firm where he acted as trial counsel in numerous contested IP matters before U.S. District Courts and Courts of Appeal. Mr. Peltz has worked across numerous industries, including technology, energy and renewable energy, entertainment, media, and advertising, real estate, hospitality, education, cryptocurrency and NFTs, artificial intelligence (AI), legal cannabis (including hemp and CBD), and medical/health care. He has assisted entrepreneurs, artists, and non-profits with their various legal needs. Mr. Peltz earned his B.A. degree from Union College; and his J.D. degree, with Certificate in Intellectual Property Law, from University of Florida Frederic G. Levin College of Law.

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TOP FAQs

How many Utah CLE credits can I carry over?

Effective July 1, 2026, Utah attorneys can carry over up to 6 hours of excess Verified CLE credits from their current compliance period to their immediate next compliance period. Ethics or professionalism credits may not be carried forward.

In addition, attorneys licensed in another MCLE state whose principal office for the practice of law is not in Utah, may fulfill that state's mandatory CLE requirement, as well as completing 1 hour each of Utah-approved ethics and professionalism credits, for their compliance in Utah.

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