Ethics & Specialty Credits

4.25

Attorney-Client Privilege, Confidentiality, and Dual-Purpose Communications

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 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
OnDemand
57 minutes
Cari Sheehan
With Cari L. Sheehan from Taft Stettinius & Hollister, LLP
Recorded March 13, 2024
Product ID 98285

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$199

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Overview

New Case Law and Trends, Tips for Distinguishing Between Legal and Business Advice, and More

Whether you're new to the legal profession, or you need a quick refresher of the basics, this course is for you! Let our seasoned attorney faculty bring you up to speed on the dos and don'ts of safeguarding privilege in dual-purpose communications. Get a rapid-fire overview of the key elements of attorney-client privilege, hear the latest developments concerning dual-purpose communications, and gain insights on how to differentiate legal advice from business advice. Register today!

  • Identify key case law developments regarding privilege in dual-purpose communications.
  • Strengthen your understanding of the “primary purpose” test.
  • Discover best practices for protecting attorney-client privilege in dual-purpose communications.

Abbreviated Agenda

  1. Overview of Attorney-Client Privilege: Essential Elements
  2. What Are Dual-Purpose Communications?
  3. Emerging Trends and Case Law Developments
  4. Differentiating Legal Advice vs. Business Advice
  5. Understanding the Primary Purpose Test
  6. Best Practices for Safeguarding Privilege in Dual-Purpose Communications

Related Topics

Product ID 98285

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 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. Attorney-Client Privilege, Confidentiality, and Dual-Purpose Communications

    1. Overview of Attorney-Client Privilege: Essential Elements
    2. What Are Dual-Purpose Communications?
    3. Emerging Trends and Case Law Developments
    4. Differentiating Legal Advice vs. Business Advice
    5. Understanding the Primary Purpose Test
    6. Best Practices for Safeguarding Privilege in Dual-Purpose Communications

Who Should Attend

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

Speakers

Cari L Sheehan
Cari L.
Sheehan
Taft Stettinius & Hollister, LLP
Speaker bio
Cari L Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister, LLP
Cari Sheehan

is an assistant clinical professor of business law and ethics at the IU Kelley School of Business - Indianapolis, where she currently teaches commercial law and business ethics. Additionally, Ms. Sheehan is an adjunct professor at the Robert H. McKinney School of Law, where she has taught courses in appellate practice and procedure and torts. In practice, she is a part-time conflict attorney at Scopelitis Garvin Light Hanson & Feary advising on ethical issues. Ms. Sheehan is a well-respected seminar and continuing legal education speaker, covering a range of ethical issues across various platforms both locally and on a national level. Similarly, she authors a business ethics column in conjunction with the Hamilton County Business Journal about the benefits and pitfalls of business ethics.

View full profile

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