Ethics & Specialty Credits

4.16

Dos and Don'ts of Safeguarding Confidentiality, Privilege, and the Work-Product Doctrine

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
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
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
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
3 hours 1 minute
Mark West
Thomas Owen
With Mark West from Law Offices of Mark West + 1 other
Recorded July 18, 2024.
Product ID 98856

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Overview

Your Practical Guide to Attorney-Client Privilege and Confidentiality

In this focused program, our seasoned attorney faculty unveil best practices for protecting attorney-client privilege, confidentiality, and work product. Review key ethical opinions and rules, identify essential guidelines for ensuring confidential communication, and much more. Build your knowledge - register today!

  • Explore the extents and boundaries of the attorney-client privilege.
  • Examine best practices for privilege waivers and privilege logs.
  • Develop strategies for protecting attorney-client privilege and confidentiality.
  • Take a pulse on emerging trends in attorney-client privilege.

Abbreviated Agenda

  1. Differentiating Attorney-Client Privilege vs. Work Product vs. Confidentiality
  2. The Extent and Boundaries of the Attorney-Client Relationship
  3. Privilege Logs and Privilege Waivers: Legal Best Practices
  4. Safeguarding Attorney-Client Privilege and Confidentiality (With Real-World Scenarios)
  5. Current Trends and Hot Topics in Attorney-Client Privilege and Confidentiality

Related Topics

Product ID 98856

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
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
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
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Differentiating Attorney-Client Privilege vs. Work Product vs. Confidentiality

    1. Key Ethics Rules and Opinions
    2. Safeguarding Confidentiality, Work Product, and Privilege: Why It Matters
    3. Attorney-Client Privilege: Definition, Scope, etc.
    4. Work-Product Doctrine: Purpose, Scope of Protection, and Different Types

  2. The Extent and Boundaries of the Attorney-Client Relationship

    1. Who Is the Client?
    2. Engagement Letters
    3. Confidential Communication (Including Presumption of Confidentiality Between Attorney and Client, Communications With Third Parties, etc.)
    4. What Constitutes "Information Given for the Purpose of Obtaining Legal Representation?”
    5. Privilege: Exceptions/Limitations

  3. Privilege Logs and Privilege Waivers: Legal Best Practices

  4. Safeguarding Attorney-Client Privilege and Confidentiality (With Real-World Scenarios)

    1. Best Practices for Crafting Document Retention and Destruction Policies
    2. Training Legal Staff on How to Handle and Protect Confidential Information
    3. How to Implement Data Privacy and Security Measures in the Law Firm (Encryption, Password Protection, etc.)
    4. Overheard and Intercepted Communications
    5. Using Personal Devices in the Law Firm: Top Risks
    6. Protecting Privilege During Corporate Investigations and Other Challenges (Business Advice vs. Legal Advice, Disclosure Within Corporation, etc.)

  5. Current Trends and Hot Topics in Attorney-Client Privilege and Confidentiality

Who Should Attend

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

Speakers

Mark West
Mark
West
Law Offices of Mark West
Thomas P Owen Jr.
Thomas P.
Owen, Jr.
Stanley Reuter Alford Owen Munson & Paul, LLC
Speaker bio
Mark West

Mark West

Law Offices of Mark West
Mark West

is a sole practitioner in San Gabriel, where he practices in plaintiff personal injury and wrongful death, products liability law, medical malpractice, and business civil litigation. He has published several articles and frequently lectures. Mr. West is admitted to practice in the Northern, Central and Southern U.S. District courts in California; Ninth Circuit Court of Appeals; and Supreme Court of the United States. He has also been admitted pro hac vice in the state and U.S. District Court for Nevada and the U.S. District Court for Minnesota. Mr. West is a member of the American and Los Angeles County bar associations, State Bar of California, Consumer Attorneys Association of Los Angeles, Consumer Attorneys of California (past legislative district coordinator), and the American Trial Lawyers Association. He earned his B.S. degree from New Hampshire College (now Southern New Hampshire University) and his J.D. degree from Southwestern University School of Law.

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Speaker bio
Thomas P Owen Jr.

Thomas P. Owen, Jr.

Stanley Reuter Alford Owen Munson & Paul, LLC
Thomas Owen

is a member with Stanley, Reuter, Ross, Thornton & Alford, L.L.C., in New Orleans. He concentrates his practice in providing legal advice and representation to business clients, particularly concerning closely held companies. Mr. Owen represents clients in litigation and arbitration disputes, as well as providing advice to clients regarding numerous business matters, including corporate formation and governance, mergers and acquisitions, contract negotiations, employment issues, insurance coverage disputes, confidentiality concerns, and trade secret protection. He is a member of the Louisiana State Bar Association, Federal Bar Association, New Orleans Bar Association, and a member of the Board of Advisory Editors of the Tulane Law Review. Mr. Owen serves as an assistant bar examiner for the Louisiana Bar. He earned his undergraduate degree from Emory University and his J.D. degree, summa cum laude and Order of the Coif, from Tulane Law School.

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