Client Confidentiality and Exceptions and Limitations to Attorney-Client Privilege

Agenda / Content Covered

Session Time: 1:00 PM - 2:00 PM Eastern
Presenter: Cari L. Sheehan

1. CLIENT CONFIDENTIALITY
   1. Attorney Duty to Confidentiality
   2. Confidentiality in Communication With Clients and Third Parties
   3. Guarding Confidentiality: Tough and Interesting Scenarios
   4. Waivers and Exceptions
   5. Confidentiality and File Retention of Current and Closed Files
2. ATTORNEY-CLIENT PRIVILEGE RULES
   1. Attorney-Client Privilege Overview
   2. Scope on "Attorney-Client Relationship" Relevant to Privilege
   3. Joint Privilege
   4. Work-Product Doctrine
   5. Common Interest Privilege (Joint Defense Privilege)
   6. Attorney-Client Privilege Issues for Corporate Counsel
   7. Clients' Right to Waive Privilege
   8. Legislative and Case Law Update
3. PRACTICAL PRIVILEGE CONSIDERATIONS
   1. Privilege vs. Work-Product
   2. Exceptions to Privilege
   3. Unintentional Waivers of Privilege
   4. Dealing With Privileged Materials in Discovery
   5. Privilege Logs
   6. Inadvertent Disclosure (Fed. R. Evid. 502)

Accreditation Details:

CARI L. SHEEHAN is of counsel in Barnes & Thornburg, LLP's Indianapolis office and is a member of the litigation department. Ms. Sheehan serves as professional responsibility counsel to the firm and focuses on various legal ethics and professional responsibility matters. She has represented clients in state and federal courts in Indiana and Illinois. Ms. Sheehan is admitted to practice in Indiana and Illinois. Ms. Sheehan also is admitted to practice in the U.S. District Court for the Northern and Southern districts of Indiana, U.S. District Court for the Northern and Southern districts of Illinois, U.S. District Court for the Eastern District of Michigan, U.S. Bankruptcy Court for the Southern District of Indiana and Northern District of Illinois, and the U.S. Court of Appeals for the Seventh Circuit. She is a member of the Indiana State Bar Association, Indianapolis Bar Association, and the Saint Thomas More Legal Society. She earned her B.A. degree, cum laude, from the University of Southern Indiana; and her J.D. degree, magna cum laude, from the Indiana University Robert H. McKinney School of Law.