Preserving Privilege in E-Mail and Online Communications: Overcoming Ethical Challenges

Agenda / Content Covered

Session Time: 2:00 PM - 3:00 PM Eastern
Presenter: Robert A. Kezelis

1. Rules on Attorney-Client Privilege, Confidentiality, and the Work-Product Doctrine
   1. Overview: Attorney-Client Privilege and Confidentiality
   2. The Work-Product Doctrine
   3. Attorney-Client Privilege in the Business Setting
   4. Intentional and Inadvertent Disclosures
2. Exceptions to and Waivers of Privilege
3. Best Practices for Guarding the Attorney-Client Privilege
   1. Confidentiality of Information: What You Need to Know
   2. E-Mail Disclaimers
   3. Client Using a Work E-Mail Account
   4. Client Using a Shared E-Mail Account With a Spouse: Legal Hazards
   5. Dangers Posed by Copying People on E-Mails, Forwarding E-Mails, and Chain E-Mails
   6. Do's and Don'ts of Social Networking Sites
   7. Removing Metadata
   8. Maintaining Confidentiality: Passwords and Encryption
   9. The Remote Law Firm and Online Collaboration Tools: Tips for Protecting Documents
   10. Cloud Storage Services - Key Challenges
   11. Handling Privileged Materials in Discovery
   12. Privilege Logs
   13. How to Educate Your Clients on Attorney-Client Privilege and Tech Best Practices
4. Legal Updates and New Opinions

Accreditation Details:

ROBERT A. KEZELIS is a sole practitioner in Palos Heights, Illinois, where he practices in the areas of civil litigation, family law, and complex litigation. He is a former adjunct professor at John Marshall Law School, and in 1991, he was the first American professor invited to teach in Lithuania after the collapse of the Soviet Union. Mr. Kezelis has spoken for various professional groups on topics related to his areas of practice. He earned his B.A. degree from Northwestern University and his J.D. degree from John Marshall Law School. Mr. Kezelis is a member of the Chicago (member, Professional Responsibility, Civil Practice and Judicial Evaluation committees), Illinois State, and Lithuanian American (former president) bar associations, as well as the Illinois Trial Lawyers Association.