Legal Ethics: Secrets to Protecting Privilege in Email and Online

Agenda / Content Covered

1. Key Rules and Opinions to Know
   11:00 - 12:00, Peter L. Ostermiller
   1. Essentials of Attorney-Client Privilege and the Work-Product Doctrine
   2. The Joint Defense Privilege/Common Interest Privilege Doctrine
   3. Privilege in the Corporate Context
   4. Differentiating Business vs. Legal Advice
   5. Third-Party Privileges
   6. Privilege Waivers and Exceptions Made Simple
2. Tools for Safeguarding Attorney-Client Privilege
   12:00 - 12:45, Peter L. Ostermiller
   1. Shared Email Accounts: Top Risks
   2. Using Public Wi-Fi: What You Need to Know
   3. Hidden Dangers and Best Practices in Using Cloud Services, Online Collaboration Platforms, etc.
   4. Best Practices for Using Social Media
   5. E-Discovery Dos and Don'ts
   6. Data Breaches: Attorney Liability Concerns and Risk Management Procedures
   7. Tips for Creating and Implementing Law Firm Policies
3. What You Need to Know About Inadvertent Disclosures
   1:00 - 1:30, Peter L. Ostermiller
4. Relevant Case Law
   1:30 - 2:15, Peter L. Ostermiller

Accreditation Details:

Peter L. Ostermiller is a sole practitioner concentrating in legal ethics and professional responsibility matters. Mr. Ostermiller represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. He has also represented parties in attorney’s fee dispute proceedings, attorneys in legal proceedings in which sanctions have been sought against the attorney, represented parties in attorney disqualification proceedings, and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. He is a member of the Kentucky Bar Association, Louisville Bar Association and the Association of Professional Responsibility Lawyers. Mr. Ostermiller served on the Kentucky Bar Association's Ethics 2000 Committee which proposed changes to the Rules of Professional Conduct to the KBA, which resulted in the July 2009 revisions to the Ethics Rules. He graduated with his B.A. and J.D. degrees from the University of Louisville.