Ethics & Specialty Credits

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15 Attorney-Client Privilege Blunders to Avoid

Credits Available
Credit Status 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 Approved 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Approved 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
Montana CLE Approved 2 Total
North Carolina 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 Pending 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
Live Online
2 hours
Jack Luellen
Casey Erick
David Lowe
With Jack R. Luellen from Buchalter + 2 others

Fri, Dec 18, 00:00 AM – 00:00 PM

Product ID 102798

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$259

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Overview

Everyday Mistakes That Silently Kill Privilege Before You Even Know It's Gone

Attorney-client privilege is one of the most powerful protections in the law - and one of the easiest to lose. An unnecessary CC, an uploaded document in an AI tool, a careless text message, and simply blending legal and business advice can jeopardize confidentiality and create expensive discovery disputes. As technology changes the way lawyers and clients communicate, protecting privileged information has become more complicated than ever.

This practical program walks through the most common privilege blunders attorneys make and the steps you can take to avoid them. Whether you practice litigation, transactional law, or serve as in-house counsel, you'll leave with practical guidance, risk-reduction strategies, and best practices you can implement immediately to better protect your clients and your practice. Register today!

  • Learn how attorney-client privilege is most commonly waived - and how to prevent it.
  • Protect your clients' most sensitive communications across email, text messages, and other channels.
  • Understand how courts are treating privilege in an era of AI.
  • Understand how to scrub metadata and hidden data before producing or sharing a document.
  • Learn the safeguards needed before looping consultants, experts, or vendors into privileged communications.

Abbreviated Agenda

  • Blunder #1: Assuming Every Communication With a Client Is Privileged
  • Blunder #2: Mixing Business Advice With Legal Advice
  • Blunder #3: Careless Email Habits: Forwarding, CC'ing, and Reply-All Risks
  • Blunder #4: Client Communication Habits That Put Privilege at Risk
  • Blunder #5: Mishandling Text Messages and Collaboration Platforms
  • Blunder #6: Leaving Metadata/Hidden Data in Documents You Produce or Share
  • Blunder #7: Misusing AI Tools: Heppner Decision and Practical Takeaways
  • Blunder #8: Staff Mistakes That Create (or Destroy) Privilege
  • Blunder #9: Overlooking Privilege Issues During Internal Investigations
  • Blunder #10: Sharing Privileged Material with Consultants, Experts, and Vendors Without Safeguards
  • Blunder #11: Losing Privilege During Transactions and Due Diligence
  • Blunder #12: Accidentally Waiving Privilege During Discovery
  • Blunder #13: Failing to Protect Work Product During Litigation
  • Blunder #14: Cybersecurity Blind Spots: Practices That Put Privilege at Risk
  • Blunder #15: Mishandling Joint Representations and Common-Interest Agreements

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102798

Credit Details

Credits Available
Credit Status 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 Approved 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Approved 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
Montana CLE Approved 2 Total
North Carolina 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 Pending 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Blunder #1: Assuming Every Communication With a Client Is Privileged

  2. Blunder #2: Mixing Business Advice With Legal Advice

  3. Blunder #3: Careless Email Habits: Forwarding, CC'ing, and Reply-All Risks

  4. Blunder #4: Client Communication Habits That Put Privilege at Risk

  5. Blunder #5: Mishandling Text Messages and Collaboration Platforms

  6. Blunder #6: Leaving Metadata/Hidden Data in Documents You Produce or Share

  7. Blunder #7: Misusing AI Tools: Heppner Decision and Practical Takeaways

  8. Blunder #8: Staff Mistakes That Create (or Destroy) Privilege

  9. Blunder #9: Overlooking Privilege Issues During Internal Investigations

  10. Blunder #10: Sharing Privileged Material with Consultants, Experts, and Vendors Without Safeguards

  11. Blunder #11: Losing Privilege During Transactions and Due Diligence

  12. Blunder #12: Accidentally Waiving Privilege During Discovery

  13. Blunder #13: Failing to Protect Work Product During Litigation

  14. Blunder #14: Cybersecurity Blind Spots: Practices That Put Privilege at Risk

  15. Blunder #15: Mishandling Joint Representations and Common-Interest Agreements

Who Should Attend

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

Speakers

Jack R Luellen
Jack R.
Luellen
Buchalter
Casey S Erick
Casey S.
Erick
Lewis Brisbois Bisgaard & Smith LLP
David A Lowe
David A.
Lowe
Keegan, Juban, Lowe & Robichaux, LLC
Speaker bio
Jack R Luellen

Jack R. Luellen

Buchalter
Jack Luellen

is special counsel with Buchalter in the firm's Denver office. His practice is primarily dedicated to oil and gas law, with a particular emphasis on litigation. Mr. Luellen earned his B.S. degree, with distinction, from Colorado State University and his J.D. degree, cum laude, from the University of Minnesota Law School. He is admitted to practice in California, Colorado, Utah and North Dakota. Mr. Luellen is a member of the Rocky Mountain Mineral Law Foundation and Energy Mineral Law Foundation.

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Speaker bio
Casey S Erick

Casey S. Erick

Lewis Brisbois Bisgaard & Smith LLP
Casey Erick

is a partner with Lewis Brisbois Bisgaard & Smith LLP and a member of the Labor and Employment practice. He focuses on commercial litigation and employment law. Mr. Erick has represented clients in both litigation and transactional matters that span across commercial law, labor and employment, real estate, consumer protection, and general litigation; including, but not limited to breach of contract, corporate trade secret theft, tortious interference, defamation, personal injury, fraud, and various other kinds of civil litigation. He is a member of the State Bar of Texas and Dallas Bar Association, and is board-certified in civil trial law. Mr. Erick earned his B.A. degree, cum laude, from the University of Mississippi and his J.D. degree from Baylor School of Law.

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Speaker bio
David A Lowe

David A. Lowe

Keegan, Juban, Lowe & Robichaux, LLC
David Lowe

is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, contracts, corporate matters, employment law, personal injury, and successions. He is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. Mr. Lowe has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court as well as before the Louisiana Supreme Court. He is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. Mr. Lowe earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.

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