Ethics & Specialty Credits

4.57

Legal Ethics: Practical Guidance for Safeguarding Privilege in the Electronic World

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 56 minutes
Robert Kasieta
David Stone
With Robert J. Kasieta from Kasieta Legal Group, LLC + 1 other
Recorded May 21, 2024
Product ID 98509

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Overview

Stay Current on the Latest Risks Surrounding Electronic Communications

Build your knowledge! In this essential program, our expert faculty share their hard-won knowledge and provide you with real-world strategies for safeguarding privilege in the digital world. Examine the dos and don'ts of using text messaging, uncover best practices for preparing privilege logs, and take a pulse on emerging case law developments. Stay on the cutting edge of your practice - register today!

  • Review the principles of attorney-client privilege.
  • Discover the dangers of various forms of electronic communication.
  • Understand best practices for protecting attorney-client privilege.
  • Dig into relevant federal and state case law.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Steven Sorenson.

*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. Essentials of Attorney-Client Privilege: Definition, Purpose, Rules, Duties, and Risks
  2. Electronic Communications: New Tech, New Dangers
  3. Safeguarding Attorney-Client Privilege: Legal Best Practices and Key Tools
  4. Know What the Courts Are Saying: Select Federal Cases and Interesting State Cases

Related Topics

Product ID 98509

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Essentials of Attorney-Client Privilege: Definition, Purpose, Rules, Duties, and Risks

    1. Competency Under ABA Model Rule 1.1 Comment 8 and the ABA Ethics Opinion 498
    2. Effective Communication Under ABA Model Rule 1.4
    3. Confidentiality Under ABA Model Rule 1.6
    4. Use of Others Under ABA Model Rules 5.1 and 5.3
    5. Fed. R. Civ. P. 26(b)(5) (and Related Provisions in Rules 16, 33, 34, and 37) and Rule 502(b) of the Federal Rules of Evidence
    6. Privilege in the Corporate Context

  2. Electronic Communications: New Tech, New Dangers

    1. Risks in Using Email and the Internet (Shared Email Accounts, “Reply All,” etc.)
    2. Hidden Dangers in Using Cloud Services, Internet-Based Document Preparation Tools, and Other Data Storage Alternatives
    3. Dos and Don'ts of E-Discovery
    4. Cell Phone Calls and Text/Multimedia Messages: Traps for the Unwary
    5. How to Avoid Pitfalls When Telecommuting and Using Videoconferencing Tools
    6. Insights on ChatGPT and Other Forms of Generative Artificial Intelligence (AI)

  3. Safeguarding Attorney-Client Privilege: Legal Best Practices and Key Tools

    1. Best Practices in Creating and Implementing Law Firm Policies
    2. Training Colleagues and Clients: Why It Matters
    3. Preventing and Handling Inadvertent Disclosures: Essential Guidelines
    4. Preventing Cybersecurity Threats and Data Breaches: Risk Management Procedures, Encryption 101, Case Management Software With Built-In Tools, etc.
    5. Practical Guidance for Outsourcing (When You Can't Afford Your Own Tools)
    6. Effective Backups for Privileged Communication Behind an Ethics Wall
    7. Privilege Logs

  4. Know What the Courts Are Saying: Select Federal Cases and Interesting State Cases

Who Should Attend

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

Speakers

Robert J Kasieta
Robert J.
Kasieta
Kasieta Legal Group, LLC
David R Stone II
David R.
Stone, II
West Virginia United Health System, Inc.
Speaker bio
Robert J Kasieta

Robert J. Kasieta

Kasieta Legal Group, LLC
Robert Kasieta

is the founder of Kasieta Legal Group, LLC in Madison, Wisconsin. He is a certified civil pre-trial and trial specialist by the National Board of Trial Advocates. Mr. Kasieta practices in civil litigation, with an emphasis on plaintiff personal injury and employment cases, as well as commercial litigation. He has written and taught extensively in the areas of trial practice, personal injury law and insurance law, and is an instructor of trial practice at the University of Wisconsin Law School. Mr. Kasieta is admitted to practice before the U.S. Supreme Court, as well as the U.S. Court of Appeals for the Seventh and Eleventh circuits, and all Wisconsin courts. He is a member of the Dane County Bar Association, State Bar of Wisconsin and the American Association for Justice. Mr. Kasieta earned his B.S. degree, summa cum laude, from Northern Michigan University and his J.D. degree from Marquette University Law School.

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Speaker bio
David R Stone II

David R. Stone, II

West Virginia United Health System, Inc.
David Stone

has broad experience, from litigation and appellate work to advising clients on contractual matters and employment policies. He has handled matters in state and federal courts, for clients ranging from small businesses, to Fortune 500 companies, to state and local government entities. In the employment realm, Mr. Stone has experience litigating harassment and discrimination cases, breach of contract disputes, ERISA claims, deliberate intent claims, and defamation claims, among others. He has also drafted employee handbooks for small and large companies and advised clients regarding employment policies. Outside of the employment law context, Mr. Stone has litigated claims of attorney malpractice, claims under the Freedom of Information Act, and defended companies in tort and contract litigation ranging from personal injury claims to construction litigation and negligence claims. He has also successfully aided clients in collecting debts and litigating contract disputes. Mr. Stone earned his B.S. degree from American University, his M.S. degree from West Virginia University and his J.D. degree from West Virginia University College of Law.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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